Matrix Private Capital Group LLC

Investment Strategy

Matrix Private Capital Group offers customized wealth management and advisory services, including both discretionary and non-discretionary managed accounts. The firm’s approach to asset allocation is driven by a focus on diversification across liquidity, geography, and investment drivers, underpinned by rigorous risk management. Matrix emphasizes tailored solutions based on clients’ values, goals, financial status, and risk tolerance, incorporating traditional assets (fixed income, equities) as well as alternative investments. The firm conducts intensive due diligence in manager selection and utilizes a mix of mutual funds, ETFs, separate accounts, private placements, and SPV structures to meet client objectives. Continuous oversight, performance monitoring, and manager evaluation are central to their advisory process.