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Matrix Investment Management

Business Type	:	Financial Planning Consultants, Investments, Retirement Planning Services, Financial Planners, Investment Management
Address	:	Denver, CO 80230
Phone	:	(720) 999-4087
Year	:	1998
Payment	:	Check

Opening Hours :
Mon - Fri : 7:30 am - 5:00 pm
Sat : 9:00 am - 1:00 pm
Sun : Closed
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General Info:

I am a Registered Investment Advisor in Colorado and have been providing investment and financial planning services for over 14 years. My academic background includes graduate coursework in Economics, Investments and Statistics. I am a fee only investment advisor and make no commissions from selling or trading any particular investment product. Matrix Investment Management primarily employs mutual funds, exchange traded funds and closed-end funds to design diversified portfolios to meet client goals. In the current low interest rate environment, I have been very effective in designing retirement portfolios using closed-end funds that generate significant levels of cash flow, far outpacing income generated from individual stocks, bonds or mutual funds.

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