Investment Solutions You Can Count On
Whether you are an institution, family office, financial advisor managing client assets, or an individual investor managing personal assets, Matisse offers a wide range of investor resources and fund literature designed with you in mind.
How Matisse Funds Can Work for You
Institutions
At the end of the day, your goal is to help your institution meet its short- and long-term financial goals. At Matisse Capital, we understand that foundations, endowments, defined benefit plans, 401(k) plans, and other types of employer retirement accounts have needs that must be filled based on the mandate of their organization or the participants represented by them. Not only do our mutual funds offer the potential for total returns and income, but we also provide fact sheets and quarterly commentaries to help contribute to the institutional client experience.
Family Offices
While family wealth is typically accumulated through long-term ownership of both public and private companies, when it comes down to it, growing family wealth isn't just business—it's personal. Whether you're the relative overseeing the wealth of your family or an advisor providing due diligence and trust to a family or group of families, our funds may be able to help meet your wealth creation needs and put your family on solid footing for years to come. Because your investment will affect the whole family, our fact sheets and quarterly commentaries are publicly distributed and can help contribute to the family office client-experience by giving everyone the context they need to understand the investment.
Financial & Investment Advisors
Because of our own advising background, Matisse Capital knows the challenges and goals that financial and investment advisors balance every day. That's where our thought leadership, quarterly commentaries, and media appearances can help. Our current mutual fund offerings are available for use by both registered investment advisors and financial advisors of a broker-dealer organization, and our mutual fund documents and literature are publicly distributed to help keep advisors (and their clients) up-to-date on our mutual fund performance.
Retail Investors
Matisse Capital has an extensive history of working with retail investors who take their investments into their own hands. We maintain relatively low investment minimums in our mutual funds so that individual investors can access the same knowledge, expertise, and investment strategies that might otherwise only be available to larger accounts. Our current mutual fund offerings are available for use in both regular accounts and retirement accounts for retail investors. Fund documents and literature are publicly distributed to help keep individual investors up-to-date on our mutual funds.