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Copyright © 2021 Matson Money

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Matson Money

P: +1 513 204 8000$$
  • Arizona Office:
    18760 N Pima Rd
    Scottsdale, AZ 85255
  • Ohio Office:
    5955 Deerfield Blvd
    Mason, OH 45040

PAST PERFORMANCE IS NO GUARANTEE OF FUTURE RESULTS.

Matson Money, Inc. is a federally-registered investment advisor firm. This is not an offer of sale of securities. All investing involves risk, and particular investment outcomes are not guaranteed. 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 Matson Money 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.

The videos on this webpage should not be considered investment advice and should not be relied upon as the basis for entering any transaction or advisory relationship or making any investment decision. All investments involve the risk of loss, including the loss of principal. These risks may not always be mitigated through long-term investing or diversification. The presentation may include data, graphs, charts or other material reflecting the performance of a security, an index, an investment vehicle, a composite or other instrument over time (“Performance Material”). Past performance, including any performance reflected in Performance Material, is not an indication of future results. Fees, expenses, taxes and other costs associated with investing will reduce investor returns. Please pay close attention to disclosures provided in the presentation, which provide important information about the material therein.

Matson Money’s advisory services are marketed almost exclusively by solicitors or co-advisors (collectively termed “Referrers”). All Referrers are independent of and unaffiliated with Matson Money and must be separately registered to provide their nondiscretionary advisory services to our clients. Co-advisors, who are permitted to be signatories to Matson Money’s tri-party client agreement, are required to be federally or state registered either as investment advisors, dual registrant broker-dealers and investment advisors or advisory representatives of such registrants. Each registered co-advisor is responsible for the supervision and control of its own investment advisor representatives. Referrers registered solely as broker-dealers (“B-D”) or B-D registered representatives typically function as solicitors under a separate agreement. Solicitor representatives are subject to the supervision and control of their registered B-D. In some cases, Co-advisors and/or Co-advisor representatives who are affiliated with state-registered investment advisors may be required to register as an investment advisor representatives (“IARs”) of Matson Money where the state has defined an IAR to include persons who solicit or sell investment advisory services on behalf of the federally-covered investment advisor firm. This status as an IAR does not modify the above relationship—Matson Money remains unaffiliated with the Co-advisor and/or your Co-advisor Representative, and Matson Money and the Co-advisor/Co-advisor Representative are separate unrelated entities.

No Referrer is an employee of Matson Money. Referrers’ relationships with Matson Money are not exclusive, meaning that they may have clients that they refer to other managers or whose accounts they manage on their own. Since we have no contact with a Referrer’s prospect until such time as a referral is made, Referrers are responsible for determining that Matson Money provides a suitable advisory program for the prospect’s needs. However, Matson Money is responsible for considering whether the particular Matson Money investment program selected by a Client is suitable based on the Client’s age, risk tolerance and time horizon in relation to the Client’s stated investment objective.

All investing involves risks and costs. Your advisor can provide you with more information about the risks and costs associated with specific programs. Your advisor is not affiliated with Matson Money, Inc. No investment strategy, including asset allocation and diversification strategies, can ensure peace of mind, guarantee profit, or protect against loss.

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.

“Random Walks in Stock Market Prices,” Financial Analysts Journal, September/October 1965.

‘Eugene Fama’.  NobelPrize.org / Nobel Media  <www.nobelprize.org/prizes/economic-sciences/2013/fama/facts/>  Web.  Accessed 28 August 2019.

Fama, Eugene F. and Kenneth R. French.  ‘The Cross-Section of Expected Stock Returns’.  The Journal of Finance.  June 1992.  Print.

Fama, Eugene F. and Kenneth R. French.  “A Five-Factor Asset Pricing Model”.  Booth School of Business, University of Chicago (Fama) and Amos Tuck School of Business Dartmouth College (French).  March 2014.  Print.  [Expansion of the 3 factor model]

Fama, Eugene F..  ‘Efficient Capital Markets: A Review of Theory and empirical Work’.  The Journal of Finance. [Papers and Proceedings of the Twenty-Eighth Annual Meeting of the American Finance Association] Vol. 25, No. 2.  New York, N.Y.  May, 1970.  pp. 383-417.  Print.  [Efficient Market Hypothesis]

Markowitz, Harry. Portfolio Selection: Efficient Diversification of Investments.  New York.  Wiley.  1959.  Print.

Markowitz, Harry.  ‘Portfolio Selection’.  The Journal of Finance. Vol. 7, No. 1. March 1952.  <bit.ly/1l03aNO>  Web.  Accessed 14 August 2019. Page. 77-91.

Life on Purpose™ is a registered trademark of Matson Money, Inc.

Matson Money American Dream Experience ™ is a registered trademark of Matson Money Inc.

Matson Money™ is a registered trademark of Matson Money, Inc.

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