Matrix Private Wealth Management Inc.

Matrix Private Wealth Management serves individual clients—including high net worth individuals—along with charitable organizations and other businesses, offering discretionary and non‑discretionary portfolio management, the selection and monitoring of third‑party money managers, and referrals for employer‑sponsored retirement plans. The firm primarily advises on mutual funds and exchange‑traded funds and constructs accounts using customized and model‑based allocations.

The firm generally relies on model portfolios and outside money managers rather than performing in‑house quantitative or qualitative analysis of individual securities, and its stated methods include modern portfolio theory as well as technical, fundamental, and cyclical analysis applied across both long‑ and short‑term strategies. Accounts are monitored on an ongoing basis with periodic rebalancing, and the brochure notes that tax efficiency is not a primary consideration unless agreed in writing.

A noteworthy aspect of the firm is its affiliation with insurance activities: its advisors are separately licensed insurance agents who may sell insurance products and earn commission‑based compensation that is separate from advisory fees, a practice the brochure discloses as a potential conflict of interest. The firm also discloses that it accepts ongoing referral compensation from certain third‑party money managers for employer plan referrals and, more broadly, depends on external managers and model strategies while operating with a small advisory team.