Matson Money is a multi-generational registered investment advisor company founded in 1991 by Mark Matson. They are transforming the investing experience by helping investors discover their true purpose for money and aligning client’s investment strategies with their values. Matson’s unique approach to investing is firmly grounded in Nobel Prize-winning academic investing principles. Matson Money is creating capitalism and investing as a tool for global prosperity. 


All investing involves risks and costs. No investment strategy (including asset allocation and diversification strategies) can ensure peace of mind, assure profit, or protect against loss. Academic Advisory Board members receive compensation from Matson Money for their services; and in exchange, provide: independent consulting services to Matson Money leadership; co-author white papers; speak at Matson Money conferences; and provide insight to Matson Money processes generally within the scope of their area of expertise including but not limited to portfolio construction, asset allocation, mathematical principles, investor behavior, and/or statistical concepts, amongst others. Advertising disclosure: https://www.matsonmoney.com/advertising-disclosures

Banking

Consulting

Investment Management

Matson Money

The Scottsdale office is dedicated to marketing, wealth coaching, event management, and technology support for national services.

Scottsdale

Matson Money's headquarters in Mason, OH, United States

This department focuses on the design and production of visual content and user experiences.

Creative Services

The Investment Services Team at Matson Money is responsible for implementing and managing investment strategies tailored to align with clients' values and financial goals. This includes developing asset allocation models, monitoring market conditions, conducting portfolio reviews, and providing client support to ensure an optimized investment experience in line with Matson Money’s principles and global prosperity mission.

Investment Services Team

The Engineering and Software Development team at Matson Money is responsible for designing, developing, and maintaining software solutions that support the company's investment strategies and client services. This team ensures the stability and security of IT systems, creates innovative applications to enhance the investing experience, and upholds high-quality standards through rigorous testing. By leveraging advanced technology and engineering principles, they play a crucial role in aligning investment tools with Matson Money's mission of fostering global prosperity through informed and value-driven investing.


Engineering and Software Development

This department is responsible for designing, building, and maintaining software applications.

Software Development

This department focuses on providing expert guidance and marketing support to financial advisors in their client interactions.

Wealth Coaching

This department focuses on overseeing account operations and facilitating asset transfers for clients.

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Other teams

Investment Services Team

Engineering and Software Development

Software Development

Wealth Coaching

Account Management