Matson Money is a multi-generational registered investment advisor company founded in 1991 by Mark Matson. They transform the investing experience by helping investors discover their true purpose for money and aligning clients’ investment strategies with their values.
Josh Crawford is the youngest Matson Money executive team member, serving as the Vice President of Training and Development.
In this episode, Josh explores the intricacies of financial advising and empowerment, shedding light on Matson Money’s investor strategies.
They also discussed:
Matson Money’s approach to transforming the investing experience through transparency and value alignment.
Josh Crawford’s insights on portfolio construction, emphasizing education and transparency for investors.
Strategies for advisors to help clients manage economic anxiety and understand market mechanics.
The importance of empowering investors through curiosity, independent thinking, and treating advisors as mentors.
Key principles for stronger investing, including long-term perspective, portfolio diversification, and understanding market fundamentals.
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 clients’ investment strategies with their values.
Josh Crawford is the youngest member of the Matson Money executive team, serving as the Vice President of Training and Development.
In this episode, Josh walks us through why advisors are choosing Matson Money, as well as insights into their exclusive events on the horizon including the American Dream Experience and the Advanced Advisor Conference.
They also discussed:
Josh Crawford’s career journey, emphasizing personal breakthroughs and relentless pursuit of personal development.
Matson Money’s focus on human behavioral aspects and Nobel prize-winning investing principles to maximize returns for clients while maintaining discipline and prudence.
The American Dream Experience: A flagship event offering investors a transformative understanding of investing, leading to client empowerment and advisor success in growing assets under management.
The Science of Investing: Matson Money’s employment of Nobel prize-winning principles such as efficient market hypothesis, Fama French factor investing, and modern portfolio theory, backed by empirical testing.
The benefits of Advisors using Matson Money’s approach, providing valuable education to clients, ensuring portfolio discipline, and fostering client satisfaction and retention.
Educating clients about historical market performance and the importance of discipline to maintain client’s peace of mind amidst market volatility.
The Advanced Advisor Conference: A key event focusing on mindset, featuring speakers like Dr. David Eagleman, aimed at empowering advisors with leadership insights and transformative perspectives.
What Attendees can expect from the conference: gaining new business insights, client communication strategies, leadership skills, and a transformative shift in mindset towards success and empowerment.
This content is based on the views of Matson Money, Inc. 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.
This content includes the opinions, beliefs, or viewpoints of Matson Money. All of Matson Money’s advisory services are marketed almost exclusively by either Solicitors or Co-Advisors. Both Co-Advisors and Solicitors are independent contractors, not employees or agents of Matson.
Other financial organizations may analyze investments and take a different approach to investing than that of Matson Money. All investing involves risks and costs. No investment strategy (including asset allocation and diversification strategies) can ensure peace of mind, guarantee profit, or protect against loss.
Matson Money Investment Philosophy Matson Money believes that the stock market is efficient and that free markets work. Based on this belief, Matson focuses on attempting to capture market returns utilizing asset class or structured funds, seeks to utilize broad diversification, and attempts to eliminate stock picking, track record investing, and market timing from the investment process.
Matson Money manages client investments utilizing a fund-of-funds strategy. Client accounts are invested in a mix of a proprietary series of mutual funds advised by Matson, which allocate investments across three broad asset classes: domestic equity, international equity, and fixed income. Matson-advised funds seek to allocate across these broad asset classes by investing in various mutual funds or ETFs. The specific target allocation of each client’s Matson-advised strategy depends on the individual investor’s risk tolerance and investment horizon, and is selected by the client at account opening. More information on mutual funds, ETFs, and associated fees, is available in fund prospectus documents, available online at: http://funddocs.filepoint.com/matsonmoney/.
www.nobelprize.org
The Nobel Memorial Prize in Economic Sciences, commonly referred to as the Nobel Prize in Economics, is an award for outstanding contributions to the field of economics, and generally regarded as the most prestigious award for that field.
Markowitz, Harry. “Portfolio Selection.” Journal of Finance. 1952.
Harry Max Markowitz is an American economist, and a recipient of the 1989 John von Neumann Theory Prize and the 1990 Nobel Memorial Prize in Economic Sciences. Markowitz is a professor of finance at the Rady School of Management at the University of California, San Diego.
Efficient Market Hypothesis, first explained by Dr. Eugene Fama in his 1965 doctoral thesis.
Eugene F. Fama, “Random Walks in Stock Market Prices,” Financial Analysts Journal, September/October 1965.
Eugene F. Fama, 2013 Nobel laureate in Economic Sciences; is widely recognized as the ”father of modern finance.” His research is well known in both the academic and investment communities. He is strongly identified with research on markets, particularly the Efficient Market Hypothesis.
Additional disclosures are recorded within the podcast.
Rich Romano is the CEO and Co-Founder of FIDx, a technology-empowered network that seamlessly integrates the brokerage, insurance, and advisory ecosystems to offer best-in-class annuities and insurance solutions from the industry’s leading carriers.
In this episode, Rich discusses the transformation of the annuity business through FIDx’s integrated platform, addressing barriers faced by advisors, changing attitudes towards annuities, and plans to enhance scalability and adoption.
They also discussed:
Rich Romano’s background and career journey, highlighting his experience in actuarial work, product development, and consulting in the insurance industry.
The inception of FIDx and its mission to revolutionize the annuity business.
The development of an insurance exchange in collaboration with Investnet to streamline processes for advisors working with multiple carriers.
The barriers faced by advisors in offering annuities.
Changing attitudes of advisors towards annuities, discussing the impact of market volatility, interest rates, and the evolution of insurance product offerings.
The role of education and technology in simplifying the annuity business for advisors, with a focus on the services provided by FIDx and its partners.
Trends to watch in 2024, particularly in the fee-based annuities sector, and the need for scalable solutions to enhance adoption.
FIDx’s plans for the future, including the development of an overlay marketplace that aligns with the practices of fee-based advisors, allowing for active management of assets with added insurance protection.
Michael Reisner is the Co-President & Co-Chief Executive Officer of CION Investments. CION is a leading manager of alternative investment solutions designed to redefine the way investors can build their portfolios.
Live from our fall Advisorpedia Podcast Pop-Up in New York City, Doug and Michael discuss the model behind CION and how it allows them to create innovative fund structures.
They also discussed:
The potential benefits for the individual investor when thinking about including alternatives in their portfolio
The main alternative asset classes investors should consider
The 60/40 portfolio and its impact on individual investor and advisor’s interest in alternatives
What investors should know about private credit
How should investors think about alternatives in context of a traditional application
How COIN addresses the gap between individuals and institutions
