MATSON MONEY, INC.
Mason, Ohio
4.2
10 Reviews
Matson Money, Inc., a reputable investment advisory firm based in Mason, OH, is trusted by a vast client base of over 27,640 individuals, with an impressive $17,683,544,000 in assets under management. With two well-established offices, they offer comprehensive financial services tailored to their clients' needs. While 401K and individual accounts make up less than 30% of their assets under management, Matson Money, Inc. possesses the expertise to efficiently manage employer funds. Notably, they exclusively manage discretionary assets, giving clients the peace of mind that their investments are in capable hands. With a team of 69 ...
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Assets Under Mgmt

$17.68B

Investment Professionals

11

Locations

1

% 401K & Individual

28%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Other
Services Provided Section
Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Publication of periodicals or newsletters
Educational seminars/workshops
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