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About Matson Money

We’re the investor coaching company.

We provide breakthrough education, tools, and coaching that helps families transform their financial futures.

The Team The Academic Board

From The CEO

“Nearly three decades ago, our company was born out of a watershed moment, when it became crystal clear to me that the financial industry does not serve the interests of investors. Since that moment, we’ve built a fiercely entrepreneurial company that strives to put your interests, your dreams, your life’s purpose front and center.”

MARK MATSON

About Matson Money

Backed by Nobel Prize Winning Research

We empower investors to stop speculating and gambling with their life’s savings and achieve peace of mind. We’re built on empirically tested academic investing principles with real life impact. In knowledge, there is power, and our company is designed to help every investor know exactly what they are doing with their money, and why.

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01

Executives

  • MARK MATSON

    Founder & CEO

    Mark Matson is an American entrepreneur, author, and innovator in the ...

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  • MELISSA MATSON

    Executive Vice President

    Married to Mark Matson for the past twelve years, Melissa joined Matso...

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  • DAN LIST

    Chief Compliance Officer

    Dan has been with Matson Money since August 1994. Over the years, Dan ...

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  • MICHELLE MATSON

    Vice President of Research & Development/Program Design

    Michelle has been with Matson Money since 1992. From operations to mar...

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  • JOSH CRAWFORD

    Vice President of Coaching

    As the youngest member of Matson Money’s executive team, having rise...

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  • Matt Matson

    Vice President of Technology

    A founding team member of Matson Money, Matt Matson has brought innova...

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  • Our Story

    Learn more about why we exist and our company history.

02

Academic Advisory Board

We have sought individuals who support and exemplify the core values of Matson Money. Each of them is exceptional in their field and brings a new dimension of expertise to our organization. Their areas of study and skill address many different aspects of what it means to be an investor and how to leverage the power of free markets.

Members of our Academic Advisory Board provide an internal structure for researching and validating academic theories as they apply to investing. They make frequent appearances at both Matson Money coaching and investor events. This gives our clients a direct connection to some of the most well-respected and published experts in the fields of economics, investing and statistics.

Academic Advisory Board members receive compensation from Matson Money for their services, and in exchange, provide independent consulting services to Matson Money leadership, co-author white papers, appear on Matson Money webcasts, and make speeches at Matson Money conferences.

  • Harry M. Markowitz, Ph.D.

    1990 The Nobel Prize in Economics, Modern Portfolio Theory

    Harry Markowitz received the Nobel Prize for Economics in 1990 for his...

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  • Arthur B. Laffer, Ph.D.

    Member of President Reagan’s Economic Policy Advisory Board (both terms), 1981-1989

    Dr. Laffer’s economic acumen brings a distinct advantage to Matson M...

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  • Terrance Odean, Ph.D.

    Rudd Family Foundation Professor of Finance Haas School of Business, University of California

    Terrance Odean is a leader in the field of behavioral finance, boastin...

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  • R. Lyman Ott, Ph.D.

    Bachelors of Mathematics and Education, Bucknell University

    As an expert in the field of statistics, Dr. Ott lends his expertise t...

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  • Meir Statman, Ph.D.

    Glenn Klimek Professor of Finance, Santa Clara University,

    Investor behavior and decision making is a key component to reaching l...

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  • David Eagleman, Ph.D.

    Neuroscientist at Stanford University

    David Eagleman is a neuroscientist at Stanford University, an internat...

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Matson Money

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  • Arizona Office:
    18760 N Pima Rd
    Scottsdale, AZ 85255
  • Ohio Office:
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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 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.

Matson Money, 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 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. It includes the opinions, beliefs, or viewpoints of Matson Money 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 website will assure any particular investment results.

All of Matson Money’s advisory services are marketed almost exclusively by either Solicitors or Co-Advisors (“Promoters”). The term “Co-Advisor” is equivalent in meaning to the term “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. 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.

One or more persons featured in this content is a Co-Advisor and Brand Ambassador for Matson Money.  All Co-Advisors and Brand Ambassadors are independent contractors, not employees or agents of Matson.   All of Matson’s advisory services are marketed almost exclusively by Co-Advisors, who are compensated through advisory fees.

Brand Ambassadors are either unaffiliated separately registered investment advisors, or registered representatives and/or investment advisor representatives of unaffiliated dual registrant brokerage firms or separately registered portfolio managers (Canada).  Matson Money receives compensation for the Brand Ambassador arrangement to cover the cost of creating branding assets, like films, presentations, logos, and other various marketing material, as well as additional services.

Additionally, Co-Advisors who have entered into a Co-Advisory Agreement with Matson Money can also choose to enroll in the Matson Money Brand Ambassador program under an additional separate Brand Ambassador Agreement with Matson Money. A Brand Ambassador can use Matson’s Licensed Marks in connection with the operation of its business as an investment advisor, and Matson grants the Brand Ambassador a license to use the Licensed Marks, subject to the terms and conditions of the Agreement. In addition, the Brand Ambassador retains Matson to provide certain operational consulting services in connection with the Brand Ambassador’s business operations and use of the Licensed Marks, and provides such Operational Consulting Services which includes additional training and coaching, subject to the terms and conditions of the Agreement. Matson Money receives compensation for the Brand Ambassador arrangement of approximately $100,000 to cover the cost of creating branded assets like films, presentations, logos, and other various marketing material, as well as additional services like in-depth training and coaching for leading the American Dream Experience. Some additional expenses can be charged for additional services.

Please refer to Form ADV Part 2, of either party, for detailed investment advisory and fee information. You may also refer to Form CRS for an overview of these services.

In Canada, Matson acts as a sub-advisor to another registered portfolio manager (“Advisor”). Matson is not affiliated with the Advisor. The Advisor and Matson have entered into a sub-advisory agreement, under which Matson has agreed to sub-advise client accounts managed by the Advisor. Client accounts are invested in strategies managed by Matson. The Advisor is responsible for client onboarding and account opening collection of know-your-client information and suitability determination and overall client relationship management.

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. The information contained in this material is for educational purposes only and is not intended as investment advice. No investment strategy (including asset allocation and diversification strategies) can ensure peace of mind, guarantee profit, or protect against loss.

The website 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, and any performance reflected in Performance Material, is not an indication of future results.

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. Please pay close attention to disclosures provided in the presentation, which provide important information about the material therein.

“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. &lt;bit.ly/1l03aNO&gt; Web. Accessed 14 August 2019. Page. 77-91.

GIPS® is a registered trademark owned by CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein.

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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