Matchpoint Capital Management, LLC
History has shown us that Wall Street is filled with conflicts of interest, high transparent and hidden fees and commissions, biased and self-serving investment recommendations. It is a maze difficult to navigate. Matchpoint Capital Management, LLC provides an independent and unbiased investment management service to its clients where the interests between our firm and our clients are 100% aligned. Matchpoint Capital Management, LLC is not associated or compensated by a brokerage firm, insurance company, mutual fund or a bank. We are 100% independent. Fidelity Investments serves strictly as a custodian and clearing agent for our clients accounts. As a registered investment advisory firm (RIA), Matchpoint Capital Management, LLC is required by law to act as a fiduciary of its clients investment accounts.
We believe in focused portfolio diversification and work to identify asset classes, individual sectors and countries with favorable risk/reward potential. This keeps us more focused, disciplined and nimble. Our main strategies include growth, growth/income and income. Each of the strategies are further customized to client's needs and price fluctuation tolerance. Exchange traded funds are used when structuring portfolios. We choose ETFs for their daily liquidity, transparency of internal holdings, tax efficiency, low internal expense ratios and diversification within an asset class. Occasionally, we use individual stocks to supplement the portfolio. Macroeconomic, fundamental and technical research is the foundation of our work as we identify investments with positive risk/reward potential. We think of ourselves as value investors and are uncomfortable chasing the “hot” asset class, therefore we look for undervalued opportunities.
Address: 4701 SW Admiral Way #290, Seattle, WA 98116, USA
Phone: +1 206 774 0993
FAX: +1 206 577 3036
