With a strong conviction that there must be a better way, he opened Matson Money, a fee-based RIA whose investment philosophy is rooted in economic theory originating from the Chicago school, especially the Nobel Prize winning research of Harry Markowitz (who serves on Matson Money’s academic board), Eugene Fama, and other leading economists.
Since that time, Matson Money has grown from $0 to approximately $8 billion in assets under management. The Company was an early adopter of so-called ‘passive management’ approaches that are finally beginning to gain much wider acceptance within the financial industry.MEET THE ACADEMIC BOARD
Company was founded in Cincinnati, Ohio as Matrix Asset Allocation, Inc.
Company changed its name to Abundance Technologies, Inc.
Hit $1 Billion under management
Company changed its name to Matson Money, Inc.
Mark Matson had his first network appearance on October 6th where he appeared on Fox Business News with Cheryl Casone
Moved the office headquarters to Scottsdale, Arizona and opened up the stunning Matson Money West Building
Hosted their largest event, the Investor Symposium at the Duke Energy Center, with approximately 1,500 guests
Held the first American Dream Experience at the Scottsdale Office in May
Created and hosted a program for kids called Dream Camp for the Advanced Advisor Conference
Company went through an entire rebrand and reshaped their identity to reflect their new vision and mission