Mattern Capital Management, LLC

Mattern Capital serves individuals, high‑net‑worth clients, trusts, pension and profit‑sharing plans, foundations, corporations and other business entities, offering investment and wealth management, financial planning, and consulting services. The firm provides primarily discretionary portfolio management while also delivering written investment policy statements and limited non‑discretionary advice to document and implement client objectives.

The firm constructs tax‑efficient, cost‑effective asset allocations that combine individual equities, fixed income, ETFs and institutional mutual funds, employing both active and passive strategies and security selection based on qualitative, quantitative, technical and relative‑strength analysis. Mattern Capital may allocate portions of client portfolios to Independent Managers, continually monitors holdings, and conducts periodic reviews and rebalancing consistent with clients’ stated risk tolerances.

Mattern Capital’s brochure specifically discloses that it advises on variable life insurance and annuity contracts and may direct allocations among options maintained at underwriting insurance companies, reflecting engagement with insurance‑held assets that is uncommon among peer team firms. Its materials also reference external disclosure resources (including its CRD number and a direction to adviserinfo.sec.gov), describe a StoneCastle FICA cash management program, and outline bespoke family office and concierge services, indicating a broader set of third‑party program relationships and service offerings than many peers.