an independent and unbiased investment management service
to lower portfolio volatility and maximize returns through timely and focused investment allocation
is our success
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, countries and individual companies with capital appreciation potential. Our process is focused, disciplined and nimble.
Main strategies consist of aggressive, moderate and conservative growth. Each strategy is further customized to client's needs and price fluctuation tolerance.
Exchange traded funds are used when structuring the core part of a portfolio. We choose ETFs for their daily liquidity, transparency of internal holdings, tax efficiency, low internal expense ratios and diversification. In addition, we use individual stocks to further build the portfolio.
Macroeconomic, fundamental and technical research is the foundation of our work.
Depending on the client and type of an account, some investments are held for the long term and some as short-term trading opportunities.
What is a Registered Investment Advisor (RIA)?
An RIA is registered with the Securities and Exchange Commission or state regulatory agency for the purpose of managing investments. RIAs charge a fee to clients and are not compensated by brokerage commissions or by investment companies for the sale of products. RIAs are required to act as fiduciaries on behalf of their clients. Examples of fiduciaries are the following: RIAs, trustees, guardians and executors of wills and estates.
What is a fiduciary?
Fiduciary is an advisor/firm who is looking out for the best interest of its clients at all times and must disclose any conflicts of interest that arise from adviser's business dealings. As a RIA, Matchpoint Capital Management, LLC is subject to this fiduciary standard. However, the most well known Wall Street companies (Morgan Stanley, Merill Lynch, UBS, Bank of America, Wachovia, Wells Fargo, HSBC, Credit Suisse, etc ) are not. The same is the case for insurance companies and most banks investment departments. This is a tremendous disservice to the clients they attempt to serve.
What is ADV part 2?
ADV part 2 is a form that contains information about Investment Advisory firm and the type of business it conducts. Form ADV part 2 is available upon request.
Does Matchpoint Capital Management, LLC have custody of my investments?
No. Accounts are held in the name of the client at Fidelity Institutional Wealth Services.
How is Matchpoint Capital Management, LLC compensated?
We are compensated on a flat fee basis (charged as % of assets under management).
Do I have online access to my account information?
Yes. You will have online access to monitor your investments and download statements, tax information, financial data, etc.
Does Matchpoint Capital Management, LLC have investment minimums?
Yes. Since we are a boutique firm serving a limited number of clients, the minimum client relationship is set at USD1Mil.
Do I have to sell my current investments in order to work with Matchpoint Capital Management, LLC?
No. We will review your current investments and decide if it makes sense to sell them or keep them in your portfolio. Elements we take into consideration when making that decision are tax liability, overlap in investment holdings, current market/sector conditions, etc...
Can Matchpoint Capital Management, LLC serve clients outside of the USA?
Yes, as long as all the required account forms have been filled out and the country of client's residence is not on the restricted list.
Is there a charge for the initial meeting/review?
No. If you have additional questions please contact us: Phone: +206.774.0993 Email: firstname.lastname@example.org