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CONTACTS AT MATRIXASSETADVISORS.COM

Matrix Asset Advisors

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Matrix Asset Advisors | | matrixassetadvisors.com Reviews
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1 about matrix
2 who we are
3 investment philosophy
4 why matrix
5 serving clients
6 our clients
7 advising clients
8 servicing team
9 strategies
10 opportunistic value
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Recent Commentary | Matrix Asset Advisors

http://www.matrixassetadvisors.com/commentary/recent-quarterly

Matrix in the News. The S&P 500 rose 2.46% in the second quarter, adding to its gains for the year. Year to date through June 30, the S&P 500 was up 3.84%. Until the last week of June, when Britain unexpectedly voted to leave the EU, it was a relatively uneventful quarter with the market rising modestly in April and May against a backdrop of steadily improving economic data and expectations for improving corporate profits. 2016 Matrix Asset Advisors, Inc. Professional website design company New Jersey.

2

Investment Philosophy | Matrix Asset Advisors

http://www.matrixassetadvisors.com/about-matrix/investment-philosophy

Matrix in the News. It is our belief that sound investment results over time emanate from investing in high-quality businesses at a time when their stocks are selling at a meaningful discount to their intrinsic values. A fundamental, research-based portfolio of 35-40 stocks provides the optimal mix of performance potential and diversification. The role of fixed income in a client’s portfolio is to generate income while preserving capital. We believe this is best achieved by building a diversified por...

3

Matrix Asset Advisors |

http://www.matrixassetadvisors.com/matrix-in-the-news

Matrix in the News. Matrix In The News. CNBC Interview with David Katz. Below is an Q&A with Mike Santoli of CNBC from January, 2016. David discusses his thoughts on the Market for 2016 and provides an overview of our Dividend Income Strategy. CNBC Interview. For more information on our Dividend Income Strategy please click here: Matrix Dividend Income Strategy. Welcome to Matrix in the News. Please check back for future news posts. 2016 Matrix Asset Advisors, Inc.

4

Strategy Fact Sheets | Matrix Asset Advisors

http://www.matrixassetadvisors.com/commentary/strategy-fact-sheets

Matrix in the News. Large Cap Opportunistic Value Equity – Russell 1000. 2nd Quarter, 2016. Large Cap Opportunistic Value Equity – Russell 1000 Value. 2nd Quarter, 2016. 2nd Quarter, 2016. 747 Third Ave. 31st floor New York, NY 10017 800-366-6223 matrix@matrixassetadvisors.com. 2016 Matrix Asset Advisors, Inc. Professional website design company New Jersey.

5

Dividend Income Equity Strategy | Matrix Asset Advisors

http://www.matrixassetadvisors.com/strategies/dividend-income

Matrix in the News. Dividend Income Equity Strategy. Matrix Dividend Income is a Large Cap equity strategy investing in common stocks and ADRs only. Deliver higher current income with lower portfolio volatility than the S&P 500 Index. Relative to the S&P 500 Index, we strive to deliver modest capital appreciation and moderate downside protection. Monitor and assess the contribution to total portfolio risk relative to the goals of high current income, modest capital appreciation and moderate downside prot...

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Matrix in the News. Matrix Manages Money for Individuals, Families, Endowments, Foundations and Retirement Plans. Matrix Manages U.S. Equities in Three Different Value-Oriented Investment Styles. Investing in Fixed Income. Matrix Manages U.S. Bond Portfolios Customized to the Individual Needs and Risk Tolerances of our Clients. Matrix in the News. Matrix Investment Commentary, White Papers and Press. 10 Bank Street, Suite 590 White Plains, NY 10606 800-366-6223 matrix@matrixassetadvisors.com.

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