Matrix Asset Advisors follows what it calls “Classic Valuation Analysis” to pick stocks. The ETF primarily invests in large-cap U.S. stocks. See the 6X seasonal strategy set to target this fall’s ...

Matrix Asset Advisors is a Value-Driven asset management company. Our investment philosophy and process has allowed us to build a cohesive team of key investment professionals, enabling us to be both ...

Matrix Asset Advisors, an asset management company, released its Q1 2025 investor letter. After two years of gains exceeding 20%, the stock market rally ended in February when the president ...

Matrix Asset Advisors has a strong investment culture as a firm, resulting in an Above Average Parent Pillar rating. A mark that sets this steward apart is that managers invest significantly alongside ...

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 ...