For decades, Wall Street has been marked by conflicts of interest, excessive fees—both visible and hidden—and investment recommendations that often serve the institutions more than the investors. Navigating this landscape can feel like entering a maze designed to confuse rather than guide.
At Matchpoint Capital Management, LLC, we cut through that complexity by offering truly independent and unbiased investment management. Our clients’ interests are fully aligned with ours - 100%, without compromise.
Unlike brokerage firms, insurance companies, mutual funds, or banks, we are not affiliated with or compensated by any outside institution. We operate with complete independence. For custody and clearing services, our clients’ accounts are held with Fidelity Investments.
As a Registered Investment Advisory (RIA) firm, Matchpoint Capital Management LLC is legally bound to act as a fiduciary. This means we are required to place our clients’ interests above all else, ensuring their investments are managed with integrity, transparency, and trust.
At Matchpoint Capital Management, LLC, we believe in purposeful diversification - carefully identifying asset classes, sectors, and countries with strong potential for capital appreciation. Our investment process is disciplined, focused, and adaptable to changing market conditions.
We offer three core strategies - aggressive, moderate, and conservative growth - each tailored to the unique goals, risk tolerance, and price fluctuation comfort of our clients.
The foundation of every portfolio begins with exchange-traded funds (ETFs), chosen for their daily liquidity, transparency of holdings, tax efficiency, low internal expense ratios, and broad diversification.
Our approach is grounded in macroeconomic, fundamental, and technical research, ensuring that every decision is informed by rigorous analysis.
Depending on client objectives and account type, investments may be positioned for long-term growth or leveraged as short-term trading opportunities, always aligned with the client’s best interests.
What is a Registered Investment Advisor (RIA)?
A fiduciary is an advisor or firm legally obligated to act in the best interests of its clients at all times. Fiduciaries must disclose any conflicts of interest that may arise from their business dealings. As an RIA, Matchpoint Capital Management, LLC adheres to this fiduciary standard. In contrast, many well-known Wall Street firms (such as Morgan Stanley, Merrill Lynch, UBS, Bank of America, Goldman Sachs, JP Morgan, Wells Fargo, HSBC, Credit Suisse), as well as most insurance companies and bank investment departments, are not held to this standard - often to the detriment of the clients they serve.
What is a fiduciary?
A fiduciary is an advisor or firm legally obligated to act in the best interests of its clients at all times. Fiduciaries must disclose any conflicts of interest that may arise from their business dealings. As an RIA, Matchpoint Capital Management, LLC adheres to this fiduciary standard. In contrast, many well-known Wall Street firms (such as Morgan Stanley, Merrill Lynch, UBS, Bank of America, Goldman Sachs, JP Morgan, Wells Fargo, HSBC, Credit Suisse), as well as most insurance companies and bank investment departments, are not held to this standard - often to the detriment of the clients they serve.
What is Form ADV Part 2?
Form ADV Part 2 is a disclosure document that provides detailed information about an investment advisory firm and the nature of its business. This form is available upon request.
Does Matchpoint Capital Management, LLC have custody of my investments?
No. All accounts are held in the client’s name at Fidelity Institutional Wealth Services, which serves as custodian.
How is Matchpoint Capital Management, LLC compensated?
We charge a flat fee based on a percentage of assets under management.
Do I have online access to my account information?
Yes. Clients have secure online access to monitor investments, view statements, and download tax and financial data.
Does Matchpoint Capital Management, LLC have investment minimums?
Yes. As a boutique firm serving a select number of clients, we require a minimum relationship size of USD 2 million.
Do I need to sell my current investments to work with Matchpoint Capital Management, LLC?
No. We review your existing holdings and determine whether it makes sense to retain or adjust them. Factors considered include tax implications, overlap in holdings, and current market or sector conditions.
Can Matchpoint Capital Management, LLC serve clients outside the USA?
Yes, provided all required account forms are completed, and the client’s country of residence is not on the restricted list.
Is there a charge for the initial meeting or review?
No. The initial consultation is complimentary.
For additional questions, please contact us:
Phone: +1 206.774.0993
Email: igor.vuletic@matchpointcapital.net