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Navigation Home American Dream Experience Investing Reimagined The American Dream 401(k) Financial Coaching Matson Algorithms Learn Trust But Verify Advisors Advisor Coaches Brand Ambassadors Our Company About Our Story Brand Videos Gallery Newsroom Awards FAQ Academic Board Login Advisor Login Investor Login Navigation Home American Dream Experience Investing Reimagined The American Dream 401(k) Financial Coaching Matson Algorithms Learn Trust But Verify Advisors Advisor Coaches Brand Ambassadors Our Company About Our Story Brand Videos Gallery Newsroom Awards FAQ Academic Board Login Advisor Login Investor Login Begin with a purpose greater than money. Discover your true purpose at the American Dream Experience. Register Now Watch Full Video Education / Brand Videos INVEST LIKE A SCIENTIST One of the most important choices you can make. ONE The world is in need of the strong and the free. THE AMERICAN DREAM Our goal is to spark a revolution of financial freedom in the world. See More Slider GalleryPhoto Gallery Full Gallery Why We Exist Purpose transforms your actions and attitudes around money. Discovering your true purpose for money and for your life transforms everything about your experience of investing—in an instant. That is why, at the core of our business—including all of the financial education, coaching, and strategies we offer—we start with an exploration of your purpose. This exploration alone could very well alter your family’s financial future in ways that go beyond what you imagine possible. LEARN MORE WATCH VIDEO Live Freely Reclaiming Your American Dream. At its roots, the American Dream has nothing to do with consumption. It is about the freedom to work hard and fight for your family, the freedom to create value, and the freedom to leave this world a better place for all its future inhabitants. Find out how at the next American Dream Experience. REGISTER TODAY Academic Investing Principles ’s investment approach is rooted in empirically tested economic principles. Our coaching and investment strategies are informed by the Nobel Prize-winning research of Harry Markowitz (who is a legacy member of our academic board) and Eugene Fama, among other leading economists. ACADEMIC BOARD Learn more about the members of our Academic Advisory Board. Matson Algorithms Discover why is the leading Investor Coaching Company. Our Values Integrity We are our word. Entrepreneurial Spirit Our unwavering commitment to innovation, creativity and service. Education & Inquiry The continuous pursuit of financial academic theory. Being the leader in the application of empirically tested Nobel Prize-winning investing principles. Training & Development Transforming investors to be prudent and disciplined throughout an entire lifetime. Capitalism We are a stand that a free market pricing system inspires competition, innovation and wealth creation. 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Connect with an Advisor near you Become an Advisor with Matson Money +1 513 204 8000 Access Your Portal Advisor Login Investor Login American Dream Experience Investing Reimagined Financial Coaching Matson Algorithms Learn Scams and Schemes Advisors Advisors Brand Ambassadors Our Company About Our Story Brand Videos Gallery Newsroom Awards FAQ Copyright © 2024 Prospectus Privacy Policy Disclaimer Advertising Disclosures Form ADV Part 2 Form ADV Part 3 GIPS Academic Board Executive Team Gallery Newsroom FAQ Media Assets Contact Careers Connect With An Advisor Become An Advisor Blue https://www.matsonmoney.com/wp-content/themes/matson-money/dist/images/temp/callout-bg-6.jpg P: +1 513 204 8000 $$ Arizona Office: 18760 N Pima Rd Scottsdale , AZ 85255 Ohio Office: 5955 Deerfield Blvd Mason , OH 45040 General Disclosure / About PAST PERFORMANCE IS NO GUARANTEE OF FUTURE RESULTS This website is for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation for any security, or an offer to provide advisory or other services by in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction. The information contained on this website should not be construed as financial or investment advice on any subject matter. This content is not to be considered investment advice and is not to be relied upon as the basis for entering into any transaction or advisory relationship or making any investment decision. , Inc. Matson” is a federally registered investment advisor with the Securities Exchange Commission (SEC) and has been in business since 1991. In Canada, Matson is registered as a portfolio manager in Ontario, Alberta, and British Columbia. Registration with the SEC and the Canadian securities regulatory authorities does not imply their approval or endorsement of any services provided by Matson. This content is based on the views of Matson. The concepts discussed herein are for educational purposes only. This content includes the opinions, beliefs, or viewpoints of and its Co-Advisors and should not be relied upon for entering into any transaction, advisory relationship, or making any investment decision. Other organizations or persons may analyze investments and the approach to investing from a different perspective than that reflected in this content. Nothing included herein is intended to infer that the approach to investing discussed in this content will assure any particular investment result. All of ’s advisory services are marketed almost exclusively by either Solicitors or Co-Advisors (Referrer”, Solicitor”, Promoters”). The term Co-Advisor” is equivalent in meaning to the term Referrer,” Solicitor,” or Promoter.” Co-Advisors are either unaffiliated separately registered investment advisors, or registered representatives and/or investment advisor representatives of unaffiliated dual registrant brokerage firms. Matson is not affiliated with the Co-Advisors or the firms with which they are associated. Each Co-Advisor enters into a contractual agreement to serve as a non-discretionary Co-Advisor with respect to clients referred by the Co-Advisor to Matson. Solicitors typically do not enter into investment management agreement with clients. Both Co-Advisors and Solicitors have similar responsibilities including promoting and referring clients, and client coaching, including maintaining suitability information, routine service issues, and relationship management. All Co-Advisors are independent contractors, not employees or agents of Matson. does not supervise Co-Advisors. Co-Advisors are paid fees as set forth under the tri-party Investment Management Agreement. Such fees are negotiable and may range from .20% to 1.2% of Account Owner assets under management. Matson does not retain any portion of these fees and is compensated only through advisory fees embedded in the Matson Funds. The Co-Advisor receives an annual fee, paid quarterly in advance by Matson, based on total assets under management of the Co-Advisor’s clients. Generally, the greater the assets under management that the Co-Advisor’s clients have, the higher their annual compensation will be. Due to this compensation arrangement, the Co-Advisor has a financial incentive to promote Matson in lieu of other financial services providers, which results in a material conflict of interest. Account Owners referred by other Co-Advisors may pay lower advisory fees for comparable services as a result of the range of fees available at each asset level breakpoint. Co-Advisor’s fee may be paid directly by Account Owner to Co-Advisor or this fee may be deducted from Account Owner’s account by Matson and paid by Matson to Co-Advisor. No part of this fee is retained by Matson. The Co-Advisor’s relationship with Matson, including fees payable from the Account Owner’s Account, is governed by a separate agreement between Matson and the Co-Advisor. The nature of this relationship creates an inherent conflict of interest. All...