The Matson Method brings powerful academic investing principles together into a disciplined approach to asset allocation and long-term wealth creation. Engineered to capture market returns, the Matson Method eliminates stock-picking, market-timing, and track-record investing from portfolio management. Matson Money believes that these investment approaches are forms of gambling and are not prudent long-term investing strategies.
Instead, Matson Money advises investors to capture market returns by utilizing asset class or structured funds and broad diversification. Applying Modern Portfolio Theory, the Three Factor Model, and the Efficient Market Hypothesis, Matson Money’s funds invest in thousands of stocks across multiple countries and allocate investments across three broad asset categories: domestic equity, international equity, and fixed income. Matson-advised funds seek to allocate across these broad asset categories by investing in various mutual funds or ETFs. The specific target allocation of each client’s Matson-advised portfolio depends on the individual investor’s risk tolerance and investment horizon and is selected by the client at account opening.
Advisors receive weekly training and support from Matson Money to help them coach their clients in disciplined, prudent investing principles. Both advisors and end investors can benefit from the American Dream Experience, a powerful two-day and an evening group seminar that invites participants to consider potentially life-altering truths about the empirical and behavioral dimensions of wealth creation.