Matson Money

Awards &
Accomplishments

Matson Money
Organizational Awards
and Recognitions:

Fortune Magazine Lists 2023

We are proud to announce Matson Money has been named to two Fortune Magazine Lists. We are honored to be recognized as a Best Workplaces in Financial Services & Insurance™ 2023 and a Best Small Workplaces™ 2023. At Matson Money, we are dedicated to creating a passionate, high-performance team and this acknowledgement is a representation of our commitment to excellence.

DISCLOSURE:

Receipt of award does not acknowledge any particular skill or expertise on behalf of recipient and should not be used in determining whether to enter into any agreement with Matson Money, Inc.

*Earning Great Place to Work Certification automatically qualifies recipients to be a contender for a national Best Workplaces award.

**Matson Money paid $1995 to be considered for Great Place to Work Certification. Additional criteria for certification can be found here: https://www.greatplacetowork.com/certification-best-workplaces-lists-terms.

***59 out of 70 employees at Matson Money completed the survey. More information about our results can be found here: https://www.greatplacetowork.com/certified-company/7050595.

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.

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. From Fortune. ©2023 Fortune Media IP Limited. All rights reserved. Used under license.  Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse the products or services of Matson Money.

2023 TITAN Business Awards

Matson Money | Wins 2 Platinum Business Awards

Matson Money Recognized with Two Platinum 2023 TITAN Business Awards

We are elated to announce Matson Money has been awarded two platinum 2023 TITAN Business Awards for Company & Organization in the Business of the Year and Financial Services categories.

The Titan Business Awards recognize entrepreneurs and organizations worldwide, both big and small, private and public, for-profit and non-profit, open to all industries in the market. The award recognizes unparalleled breakthroughs amongst entrepreneurs, business departments, companies and organizations, creative services, business technology solutions, products and services, alongside business websites both locally and internationally.1

The TITAN Business Awards are presented by the International Awards Association, a global organization dedicated to recognizing professional excellence and outstanding achievements within organizations and various industries. We are honored to be recognized with these awards.

Criteria Disclosure:

Eligibility

Matson Money paid $365 to be considered for the Business of the Year category and $285 for the Financial Services category plus a $30 administrative fee.

The awards program is open to all entrepreneurs, SMEs, large organizations, and related individuals, involved in the business industry worldwide. Any person, group, or organization may turn in their submissions online. To be eligible, an entry must have been produced after January 1, 2021 (almost a 2-year window). Entries may originate from any country.

Requirements:

Entry Brief: It is recommended that you keep your synopsis to approximately 350 words. The brief should strengthen your entry, as well as providing the jury a better understanding of your project. A written translation or adaptation must accompany non-English entries.

Image Submission: The submissions should be saved in a flattened JPEG or JPG format. (keep them under 4MB, 1,200px wide is preferable, 300dpi, RGB).

Video/Audio Submission: Entries with audio/video must be submitted with a direct URL that will take judges directly to the work: Upload video/audio to Vimeo/YouTube/Youku. Paste the URL link into the URL field.

There are THREE (3) levels of achievement in the competition:

– Category Winners of the Year

– Platinum (85-100 points)

– Gold (60-84 points)

To ensure high standards of quality, a category may have multiple winners or no winners. Each submission is critiqued rated by consensus, with the panel of judges determining a rating on a scale of 100 points. Winners with a score between 85 and 100 points are Platinum Winners. Entries with a score between 60 and 84 points are Gold Winners.

Entries receiving an average score under 60 do not receive an award.

The highest score amongst the Platinum winners* for each main category will be selected as Category Winners of the Year.

Judges are selected based on experience, credibility, and availability. The Business Awards jury panel consist of senior-level executives, business professionals and acclaimed entrepreneurs, where their business experiences and acumen imbue them with impartiality and undivided attention.

Submissions are judged at random without comparison in the same categories. Our judges will score on a scale of 1-100 based on:

– Originality

– Business acumen

– Business expertise

– Impressions

– Delivery of submission

– Company culture (if applicable)

Retrieved from: https://thetitanawards.com/business-awards.php.

  1. Titan Business Awards. Retrieved from https://thetitanawards.com/business-awards.php.

Receipt of award does not acknowledge any particular skill or expertise on behalf of recipient and should not be used in determining whether to enter into any agreement with Matson Money, Inc. Please consider the disclosure of criteria for each award shown.

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.

Great Place to Work Certification

Certified Dec 2022 – Dec 2023

Matson Money Great Place to Work Certified 2022-2023

Matson Money is proud to announce we are Great Place to Work certified and are a contender for a national Best Workplaces award*. At Matson Money, we are committed that we provide an environment that inspires visionary thinking and a culture of enthusiasm and leadership. We are committed to creating a passionate, high-performance team dedicated to excellence. We are honored to receive this certification as a reflection of our commitment to fulfilling our vision and transforming the investing experience for families everywhere.

DISCLOSURE:

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.

*Earning Great Place to Work Certification automatically qualifies recipients to be a contender for a national Best Workplaces award

**Matson Money paid $1995 to be considered for Great Place to Work Certification. Additional criteria for certification can be found here: https://www.greatplacetowork.com/certification-best-workplaces-lists-terms.

***59 out of 70 employees at Matson Money completed the survey. More information about our results can be found here: https://www.greatplacetowork.com/certified-company/7050595.

This content includes the opinions, beliefs, or viewpoints of Matson Money and its Co-Advisors.  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.

Executive Leadership

Mark Matson | Think Advisor LUMINARIES | 2021

The criteria, judges panel, and descriptions for the 2021 LUMINARIES Class are detailed as follows. ThinkAdvisor’s Luminaries Awards 2021 distinguished judging panel and seasoned editorial team reviewed the submitted names of the best-of-the-best across the advisory business. In evaluating entries, a number of factors were considered, including: (1) The nominee’s impact on the firm, its advisors and the broader professional community and industry. (2) This impact included both quantitative and qualitative results — such as the number of advisors affected by the nominee and a clear description of the innovative way the nominee contributed to the particular program, firm and broader community, and industry.  (3) Demonstrated an ability to achieve goals and display ingenuity in terms of creative thinking and problem solving. (4) A description of the nominee’s dedication to furthering the development of advisors and the industry — most notably its ability to serve the best interests of investor clients. (5) A personal commitment to the highest ethical standards, service, and excellence. (6) Individuals, teams, or organizations were nominated by themselves or others. (7) All entries included 3-5 examples that qualitatively and quantitatively demonstrated the impact their efforts have had over the past 12-18 months.

Nominees could be individuals, firms, and professionals from small and large firms. They could span from the entire investment advisory ecosystem including: Asset/Portfolio Management Firms, Retirement Product Companies, Retirement Planning Firms, Broker-Dealers, Corporate RIAs, RIA/IAR Firms, Clearing/Custodial Firms, Fintech/Tamp Platforms, Partnerships, Consulting Firms.

Mark Matson – Executive Leadership: Economic, regulatory, technological, and other issues are influencing the industry landscape as never before, making leadership and its responsiveness critical. This category acknowledges those leading and guiding key decisions, including strategy, product development, hiring, the use of technology and more, in successful, innovative, and dynamic ways. It will recognize those making the decisions that matter most in this fast-changing environment and that support bold strategies producing both quantitative and qualitative results for their practices, teams, firms, and the broader financial-services community. We will also acknowledge rising stars in this category.

Judges for the awards included Renée Baker, Joe Duran, Sonya Dreizler, Ric Edelman, Gabe Garcia, Neesha Hathi, Kate Healy, Aneri Jambusaria, Jeff Levine, Aaron Schaben, Mark Tibergien, Amy Webber, and Dasarte Yarnway. More details on judges can be found on the ThinkAdvisor Luminaries Award 2021 webpage.

No compensation was given to be considered for the awards.

Receipt of award does not acknowledge any particular skill or expertise on behalf of recipient and should not be used in determining whether to enter into any agreement with Matson Money, Inc.

Rising Star Award

Josh Crawford | RIA Intel | 2022

RIA Intel inaugural RIA Intel Awards, a celebration of financial advisors, wealth management firms, and others who support them.

The winners were chosen by the RIA Intel editorial team with help from the RIA Institute’s advisory board, a 24-member group of professionals from some of the most successful RIAs. Results were revealed at a gala dinner and ceremony at the Metropolitan Club of New York, September 14, 2022.

There was no submission fee to be considered in the awards.

Receipt of award does not acknowledge any particular skill or expertise on behalf of recipient and should not be used in determining whether to enter into any agreement with Matson Money, Inc.

Thought Leadership & Education

Matson Money | Think Advisor LUMINARIES | 2021

The criteria, judges panel, and descriptions for the 2021 LUMINARIES Class are detailed as follows. ThinkAdvisor’s Luminaries Awards 2021 distinguished judging panel and seasoned editorial team reviewed the submitted names of the best-of-the-best across the advisory business. In evaluating entries, a number of factors were considered, including: (1) The nominee’s impact on the firm, its advisors and the broader professional community and industry. (2) This impact included both quantitative and qualitative results — such as the number of advisors affected by the nominee and a clear description of the innovative way the nominee contributed to the particular program, firm and broader community, and industry.  (3) Demonstrated an ability to achieve goals and display ingenuity in terms of creative thinking and problem solving. (4) A description of the nominee’s dedication to furthering the development of advisors and the industry — most notably its ability to serve the best interests of investor clients. (5) A personal commitment to the highest ethical standards, service, and excellence. (6) Individuals, teams, or organizations were nominated by themselves or others. (7) All entries included 3-5 examples that qualitatively and quantitatively demonstrated the impact their efforts have had over the past 12-18 months.

Nominees could be individuals, firms, and professionals from small and large firms. They could span from the entire investment advisory ecosystem including: Asset/Portfolio Management Firms, Retirement Product Companies, Retirement Planning Firms, Broker-Dealers, Corporate RIAs, RIA/IAR Firms, Clearing/Custodial Firms, Fintech/Tamp Platforms, Partnerships, Consulting Firms.

Matson Money – Thought Leadership & Education: Open to firms making outstanding efforts to better understand and train new and existing industry participants — including advisors, as well as their investor clients. We also will honor companies at the forefront of areas like behavioral finance, retirement income, ESG and other innovative topics and which are producing independent research and tools to help the industry connect new understanding with practical applications and positive impacts for all investors and communities. These efforts should include (but are not limited to) valuable research, new approaches and educational outreach that encompass social media, online apps, videos, podcasts, white papers, etc., and that seek to improve financial security or have other broad impacts.

Judges for the awards included Renée Baker, Joe Duran, Sonya Dreizler, Ric Edelman, Gabe Garcia, Neesha Hathi, Kate Healy, Aneri Jambusaria, Jeff Levine, Aaron Schaben, Mark Tibergien, Amy Webber, and Dasarte Yarnway. More details on judges can be found on the ThinkAdvisor Luminaries Award 2021 webpage.

No compensation was given to be considered for the awards.

Receipt of award does not acknowledge any particular skill or expertise on behalf of recipient and should not be used in determining whether to enter into any agreement with Matson Money, Inc.

Thought Leadership & Education

Josh Crawford | Think Advisor LUMINARIES | 2021

The criteria, judges panel, and descriptions for the 2021 LUMINARIES Class are detailed as follows. ThinkAdvisor’s Luminaries Awards 2021 distinguished judging panel and seasoned editorial team reviewed the submitted names of the best-of-the-best across the advisory business. In evaluating entries, a number of factors were considered, including: (1) The nominee’s impact on the firm, its advisors and the broader professional community and industry. (2) This impact included both quantitative and qualitative results — such as the number of advisors affected by the nominee and a clear description of the innovative way the nominee contributed to the particular program, firm and broader community, and industry.  (3) Demonstrated an ability to achieve goals and display ingenuity in terms of creative thinking and problem solving. (4) A description of the nominee’s dedication to furthering the development of advisors and the industry — most notably its ability to serve the best interests of investor clients. (5) A personal commitment to the highest ethical standards, service, and excellence. (6) Individuals, teams, or organizations were nominated by themselves or others. (7) All entries included 3-5 examples that qualitatively and quantitatively demonstrated the impact their efforts have had over the past 12-18 months.

Nominees could be individuals, firms, and professionals from small and large firms. They could span from the entire investment advisory ecosystem including: Asset/Portfolio Management Firms, Retirement Product Companies, Retirement Planning Firms, Broker-Dealers, Corporate RIAs, RIA/IAR Firms, Clearing/Custodial Firms, Fintech/Tamp Platforms, Partnerships, Consulting Firms.

Josh Crawford – Thought Leadership & Education: This category will honor those working to better understand, shape and improve industry practices, as well as those who strive to educate advisors and investors in timely and informative ways to improve client outcomes. It is open to professionals conducting valuable research and leading educational efforts across a variety of platforms — social media, online apps, videos, podcasts, white papers, etc. — that are focused on topics such as behavioral finance, retirement income, ESG and other topics. Influential to many, these nominees relentlessly support the industry’s efforts to educate both advisors and clients in beneficial ways that improve financial security, retirement security, financial literacy, and related efforts. We will also acknowledge rising stars in this category.

Judges for the awards included Renée Baker, Joe Duran, Sonya Dreizler, Ric Edelman, Gabe Garcia, Neesha Hathi, Kate Healy, Aneri Jambusaria, Jeff Levine, Aaron Schaben, Mark Tibergien, Amy Webber, and Dasarte Yarnway. More details on judges can be found on the ThinkAdvisor Luminaries Award 2021 webpage.

No compensation was given to be considered for the awards.

Receipt of award does not acknowledge any particular skill or expertise on behalf of recipient and should not be used in determining whether to enter into any agreement with Matson Money, Inc.

Best Place to Work 2021

Top 5 in Our Category | Phoenix Business Journal | 2021

The criteria and descriptions for the 2021 PBJ Best Places to Work are detailed as follows.

In order to be considered for this award a company needed to be nominated/submit an application to be considered. Best Places to Work brought to you by The Phoenix Business Journal and CornerStone Staffing

ELIGIBILITY REQUIREMENTS

The Phoenix Business Journal is proud to announce that we are now in the 17th year of our annual Best Places to Work awards. This year our event will be referred to as The Best Places to Work brought to you by The Phoenix Business Journal and CornerStone Staffing. The program recognizes companies with excellent moral, engagement, and retention. Phoenix companies with a minimum of 10 full-time equivalent, permanent employees are eligible to participate.

Our research partner, Quantum Workplace, will provide each participating company with instructions on how to disseminate the employee survey to the local work force.

All full-time and part-time, permanent local employees must be invited to take the survey. Employees with more than 5 percent ownership in the company are not allowed to take the survey. Temporary, contractors or seasonal employees should NOT be included in the survey. The survey is confidential.

This awards program honors more than 100 companies in Phoenix. All winners who made the PBJ list qualified by ranking from research director, Quantum Workplace. All winners are included in the Best Places to Work Special Section published in the December 17th issue of the Phoenix Business Journal.

No compensation was given to be considered for the awards.

Receipt of award does not acknowledge any particular skill or expertise on behalf of recipient and should not be used in determining whether to enter into any agreement with Matson Money, Inc.