MATRIX ASSET ADVISORS

Matrix Asset Advisors is a Value-Driven asset management company founded in 1986 by current CIO, David A. Katz, CFA... Our foundation as investors is rooted in the precepts of Graham and Dodd, implemented as a highly disciplined Value-oriented approach. We believe that Value can be found across the broad spectrum of the economy, so we will "go anywhere for value." For equities, we run high-conviction, research-based portfolios of 20-40 positions, focused on better companies in better industries with superior management teams. For fixed income, we invest in high quality issuers to provide current income with very low principal risk, and generally focus on short- to intermediate-term maturities... Our personal service helps each of our clients with an understanding of their unique needs and goals. Furthermore, we are committed to assuring each client understands how our management helps them accomplish each goal.

Also known as: Matrix Asset Advisors, Inc.

Primary location: White Plains United States