Matrix Asset Advisors is a registered investment advisor. The firm is 100% owned by its employees. Matrix is led by David A. Katz, CFA, a co-founder of Matrix, who created the firm’s investment ...

Matrix Asset Advisors, an asset management company, released its third-quarter 2023 investor letter. In 2025, the firm anticipates further economic growth with a slight slowdown from the 3% GDP in the ...

View all of Matrix Asset Advisors’s ETFs and start searching for your next investment. Below are pre-screened investment lists to kickstart the process. All lists can be further sorted by data points ...

Matrix Asset Advisors, an asset management company, released its Q3 2025 investor letter. A copy of the letter can be downloaded here. The stock market continued its recovery from the April lows, ...