jmafinancing-J. Mattier & Associates

Asset Management

An overview of the services you offer and how they will benefit the visitor.

ASSET MANAGEMENT

Our resource partners actively manage positions in risk-adjusted stock portfolios. As early adopters and innovators in the now popular quantitative analytics, we have had remarkable success with many longterm clients designing and managing diversified portfolios. Our analysts also very closely follow many individual stocks and sectors. We look carefully for opportunity in undervalued companies or potential near-term growth in these liquid public securities. We offer personal financial, retirement, and highlevel tax planning. Our professionals are very experienced in these matters and welcome the opportunity to help clients with their long-term financial needs.

PRIVATE CLIENT SERVICES

Private clients often have alternative investments in private debt, equity, real estate, or family businesses. If you are interested in expanding, refinancing, selling, or acquiring these assets, your wealth advisor can provide easy access to our investment bankers for advice or to facilitate those transactions. We have extensive expertise in providing debt, equity, and M&A for small and lower middle market privately held businesses located in the US or abroad. Our Investment Banking team also has many carefully reviewed alternative investment opportunities for direct investment into private debt or equity, as well as professionally managed, diversified funds focused on these types of investments.

COMPREHENSIVE WEALTH MANAGEMENT

  • Collaborative planning 
  • Socially responsible investments and legacy planning 
  • Plan implementation – stocks, bonds, ETFs, mutual funds, real estate, alternatives 
  • Full-time account oversight and continual account review 
  • Tax minimization 
  • Wealth protection

FOCUS ON YOUR RETURNS WITH LOWER FEES

  • Institutional share class fund securities with low expense ratios
  • Favorable custodial arrangements
  • Highly competitive management fees
  • Removal of industry “hidden” fees
  • Our Wealth Management resources receives no compensation for brokerage trading activity.

EXPERIENCED MANAGEMENT TEAM

  • Industry leaders in the middle market private commercial lending market
  • Industry leaders in tactical equity investing and portfolio risk mitigation
  • Top-tier institutional experience in equity, option, and debt investing
  • Industry thought leaders

 

BROAD AND UNIQUE INVESTMENT CAPABILITIES

  • Affiliate companies specializes in senior securitized lending and special situations equity financing
  • Over $4 billion worth of deal flow reviewed each year
  • Only quality investment opportunities from this pool are offered to Wealth Management clients