New Office Location Starting 5-1-23
| Advisory Services, Closed-End Funds, Matisse Funds, News
We are excited to announce that our office is moving to a new location. As of May 1st, ...
Read More News
Bryn Torkelson Featured in Barron’s 4-26-23
| Closed-End Funds, Matisse Funds, News
Our CIO Bryn Torkelson was featured in Closed-End Bond Funds Are Selling at Steep Discounts. Moves to Make ...
Read More 
Eric Boughton, CFA Featured in Barron’s 4-21-23
| Closed-End Funds, Matisse Funds, News
Our own Eric Boughton, CFA (Co-Portfolio Manager & Chief Analyst) was featured in These 6 Income Funds Use ...
Read More 
MDCEX, MDFIX, and Eric Boughton, CFA Featured in Barron’s 4-5-23
| Closed-End Funds, Matisse Funds, News
The Matisse Discounted Closed-End Fund Strategy (MDCEX), Matisse Discounted Bond CEF Strategy (MDFIX), and our Co-Portfolio Manager & ...
Read More 
MDFIX and Bryn Torkelson Featured in Barron’s 12-30-22
| Closed-End Funds, Matisse Funds, News
The Matisse Discounted Bond CEF Strategy (MDFIX) and our CIO Bryn Torkelson were featured in Here Are Barron’s ...
Read More 
Eric Boughton, CFA Featured on the Money Life Show 11-28-22
| Closed-End Funds, Matisse Funds, News
Our Co-Portfolio Manager & Chief Analyst, Eric Boughton, CFA was featured on the Money Life with Chuck Jaffe ...
Read More