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  • May
    18

    What Flying a Kite and Navigating Investing Has in Common

    With steady winds on a great day, kite flying can be the most magical experience for anyone. The kite can fly for long periods of time if the wind is steady and the kite flier is calm. The wind, however, can become unpredictable and gusty if the flier panics and pulls back the line, the…

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  • May
    15

    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…

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  • May
    01

    Matson Money Earns A 2023 Hermes Creative Award for Invest Like a Scientist

    The video, Invest Like a Scientist, was recognized as a platinum winner for a 2023 Hermes Creative Award in the corporate image category. The video is presented by Matson Money Founder and CEO Mark Matson and explores how you can treat investing like a scientist. “When we say invest like a scientist, we mean go…

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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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