A bespoke investing account tailored to your business, organization, or family's unique needs.
Invest in Your Organization's Financial Legacy
When you open an Organization Account through Matisse Capital, you can receive the benefits of our wealth management services with the added convenience of managing your personal and organizational investments in one place. An Organization Account can be used to build a portfolio that meets the unique investing needs of your organization, from investing business revenue to managing endowments to preserving family wealth. With most custodians, there is a minimum account size needed to qualify for opening an Organization Account.
With an Organization Account, you can:
- Get the choice and flexibility you need to take ownership of managing your organization's investments.
- Access a broad range of investment choices, including stocks, bonds, mutual funds, ETFs, CDs, cash, and cash equivalents.
- Manage investments on behalf of a variety of entities, including corporations, sole proprietorships, partnerships, limited liability companies (LLCs), and unincorporated associations.
Speak with an Advisor
We are here to help you make the right investment decisions.
Common Questions
The information presented in Common Questions is for the purpose of general education and does not address the investment nor legal considerations of any individual. The opinions are of Matisse Capital.
Organization Account Application Checklist
It's helpful to have the following information on hand before you begin:
- Social Security number(s)
- Driver's license information
- Employer's name and address (if applicable)
- Statement information for assets or cash you may want to transfer