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Wealth Coaching

We are committed to saving families from speculating and gambling with their money. This requires an approach that develops investors to be prudent and disciplined throughout an entire lifetime.

Academic Investing

We are a stand that a free market pricing system inspires competition, innovation, and wealth creation. We have employed empirically tested and Nobel prize-winning academic investing principles to capture this power of wealth creation. We commit to the continuous pursuit of financial academic theory.

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Destructive Instincts and Biases

An important, and often overlooked, aspect of investing is dealing with your own humanity. The structure of a portfolio is crucial to capturing an efficient return. Discipline is required to maintain this structure over a long period of time. Our own humanity often undermines this discipline. We are all subject to instincts and biases which may sabotage our goals. This is why coaching is such a crucial element to being a successful performer in any area of life, especially investing!  

The Matson Method

We are committed to saving families from speculating and gambling with their money. We promise to be steadfast in the execution of academic investing principles. We promise to instill discipline for investors by providing ongoing coaching and education.

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