About Us: Our Relationship with Matson Money

As an independent RIA (registered investment adviser) agency we are proud to partner with Matson Money as the money manager for our client accounts. Veritas Financial Services uses the Matson Money TAMP (turnkey asset management program) that specializes in asset management and research responsibilities which allows us to build relationships and assist clients with financial education, planning, and tax management.

The Matson Method

The Matson Method integrates leading research in behavioral economics, finance, neuropsychology, and the field of human performance studies into an innovative and powerful investing science. Our work helps transform people’s relationship to money, fully including both the mathematical and the human dimensions of wealth creation.

Time Tested, Prize-Winning, Academic Principles of Investing

Since founding Matson Money in 1991, Mark Matson has not flinched once in his message of beginning with a purpose greater than money and investing based on free-market principles. Matson Money’s investment approach is rooted in empirically tested economic principles. Their coaching and investment strategies are informed by the Nobel Prize-winning research of Harry Markowitz (who is a member of the Matson Money academic board) and Eugene Fama, among other leading economists.

The Matson Method brings the most powerful academic investing principles together into a highly disciplined approach to asset allocation and long-term wealth creation. In particular, they integrate Modern Portfolio Theory, Three-Factor Model, and the Efficient Market Hypothesis into portfolios designed and engineered to capture market returns.

Matson Money Algorithms

Matson systematically evaluates allocations in client portfolios and rebalances them regularly to target optimal results. This approach—based on extensive scholarship and Nobel Prize-winning investing science—eliminates the myths of stock-picking and market-timing from portfolio management.

“A good portfolio is more than a long list of stocks and bonds. It is a balanced whole.”

HARRY MARKOWITZ
Winner of the Nobel Prize in Economics
Matson Money Academic Advisory Board Member