Matters Capital LLC

Matters Capital LLC provides wealth management services—including discretionary and non‑discretionary portfolio management, comprehensive financial planning, and investment consulting—to high‑net‑worth individuals, trusts, and estates. The firm reports approximately $296.8 million in discretionary assets under management spread across a small client base (ten clients) and implements accounts using low‑cost diversified mutual funds and ETFs as well as individual securities and independent managers where appropriate.

The firm’s investment process is principally fundamental and long‑term oriented, with research drawn from third‑party sources, company filings and economic indicators to construct and monitor portfolios. Matters Capital describes ongoing oversight, periodic rebalancing and the use of independent managers or sub‑advisors to implement client objectives, while operating under a stated fiduciary standard and providing both written financial plans and ad‑hoc consulting.

What distinguishes Matters Capital from many peers is its combination of a very small client roster with relatively large assets per client, institutional custodian relationships (Schwab, Fidelity, Pershing) and a disclosed operational support arrangement with a third party to handle trading, compliance and technology. The brochure also highlights the firm’s willingness to use independent managers and sub‑advisors without retaining their investment compensation and describes platform and account structures that support more complex client needs—factors that align with the firm’s reported emphasis on high‑net‑worth and cross‑jurisdictional client servicing and accommodate features (for example, borrowing or leverage in managed accounts) that are less common among similar firms.