MATHEWS CAPITAL MANAGEMENT

Overview

Mathews Capital Management is an independent registered investment adviser focused on fee-based portfolio management and financial planning for individuals and small businesses. The firm manages client relationships on a discretionary basis and shows a clear tilt toward liquid equity strategies, using exchange-traded equities as the primary building block across client portfolios. Strategy emphasis is on direct equity exposure supplemented by mutual funds and a range of alternative allocations to diversify risk and provide non-correlated return sources. The firm operates as a small, client-centric RIA that charges fees as a percentage of assets under management. Its client base is concentrated among individual and family accounts rather than institutional or pension clients. Portfolio construction appears to balance core equity holdings with active use of third-party alternative managers where appropriate for income, inflation protection and return smoothing.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices