Matrix Asset Advisors

The experienced longest-tenured portfolio management at Matrix Asset Advisors is a core advantage over global asset management peers. With 28 years of average tenure across the management group, it is clear they've been put through their paces. Matrix Asset Advisors open-end and exchange-traded products are priced, on average, among the second most-expensive quintile of similarly distributed strategies. This higher expense profile of its funds creates a larger performance hurdle and contributes negatively to Matrix Asset Advisors's rating.