Matrix Asset Advisors

Matrix Asset Advisors is a 100% employee-owned investment advisory and asset management firm founded in 1986. The company specializes in value-driven equity and fixed income portfolio management for individuals, families, endowments, foundations, and retirement plans. It manages U.S. equities through high-conviction portfolios of large and mid-cap companies using a disciplined value-oriented approach rooted in Graham and Dodd principles. As of March 2022, the firm managed approximately $971 million in assets. The company does not operate within the life sciences/biotech/pharma/healthcare sector. Its investment strategies include separately managed accounts with optional ESG overlays as well as no-load mutual funds. Key holdings often include major public companies across various sectors (e.g., Microsoft Corporation, Medtronic Plc). There are no clinical results or drug development activities associated with this company.