Transform the way investing occurs for you, so you can focus on your life’s purpose.
What you will achieve with us
Knowledge and Science
Discover the science of investing, based on empirically-tested, Nobel Prize winning academic research.
Discover how investing really works and become empowered to choose your investment philosophy.
Dwell in a world driven by your True Purpose for Money™.
Eliminate speculating and gambling from your investing process.
Align the way you manage your investments with your purpose.
Peace of Mind
Understand what you are doing with your investments and why at all times.
Regain control of your investments and your finances.
We know how frustrating it is to not be sure on who or what to trust.
We retain 99% of our clients each year.
We have helped our clients save over $5 million in taxes
We have analyzed the finances of over 500 families and businesses
Academically Diversified Global Investment Portfolios
Distinct Asset Classes*
*As of 12/31/2022
This chart illustrates the diversification of Matson’s Income & Growth, Balanced Growth, Long Term Growth and Aggressive Growth Portfolios, all diversified equity and fixed income asset allocation portfolios actually offered and managed by Matson Money, Inc. Each asset class is represented either by segments of a family of mutual funds managed and sponsored by Matson Money or by an unaffiliated money market sweep account. Each Matson Money mutual fund invests in shares of other mutual funds for the purpose of optimizing portfolio diversification. The unique holdings identified above are a result of investing in several different mutual funds. Your assets will be invested in accordance with your investment policy statement and no representation is made that your portfolio will match the asset allocation illustrated here. No investment strategy (including asset allocation and diversification) can ensure investing peace of mind, guarantee profit or protect against loss. Total countries is a count of the primary place of business for individual holdings as reported to Morningstar.
We believe that you should know exactly what you are doing and why when it comes to your investments and your finances. We also understand that organizing your finances and investing may seem complex.
That’s why we offer the Breakthrough Investing and American Dream workshops so you can transform your experience with money and investing, leaving you and your family with freedom, fulfillment, and love.
Our clients trust us. We retain 99% of our clients each year, compared to 92% for the rest of the industry.
We also help you save taxes. Our clients have saved over $5.0 million in taxes.
And we have the expertise you need. We have analyzed the finances of over 500 families and businesses so they can have peace of mind with their investments and their finances.
Here’s how we do it using our process called “Your Purpose In Action”:
- Participate in our next introductory coaching session.
- Discover what we believe in and how we work.
- We perform an inventory of the problems you've been having with your investments and your finances, and of your investing experience.
- We determine if we can help you and how, and you determine if you want to take the next step with us.
- You register and participate in the Breakthrough Investing or American Dream Experience workshop.
- Discover your true purpose for money and for your life.
- Discover what you are doing with your money and why at all times.
- Academically and empirically measure the amount of risk in your current investment mix.
- Academically determine your risk/return preference and invest in a way that's aligned with your preference.
- Register in our ongoing Investor Coaching Series and we'll provide you with a lifetime of coaching.
Paticipate in our next free introductory event and schedule a meeting with us, so you can discover how you can stop worrying about your finances and your investments, and start fulfilling on your purpose.