Matson Money [Investment Advisor]

Have a question about your personal investments? No matter how simple or complex, you can ask it here.
Post Reply
cloudboy55
Posts: 26
Joined: Sat Sep 01, 2012 11:05 am

Matson Money [Investment Advisor]

Post by cloudboy55 » Sun Apr 07, 2013 9:42 am

I'm curious to know if anyone has had experience with or it currenty using an investment advisor who is affiliated with Matson Money. They advocate passive investing, DFA funds, fee only advising, etc. 3.2 billion AUM.

Thanks,
cloudboy55

livesoft
Posts: 62776
Joined: Thu Mar 01, 2007 8:00 pm

Re: Matson Money

Post by livesoft » Sun Apr 07, 2013 9:51 am

Hi cloudboy, did you type "matson" into the search box up there on the right?

Here is a thread from last week: http://www.bogleheads.org/forum/viewtop ... 1&t=113792 but there are many more. So this can get your reading started while you wait for more responses.
Wiki This signature message sponsored by sscritic: Learn to fish.

User avatar
pennstater2005
Posts: 2463
Joined: Wed Apr 11, 2012 8:50 pm

Re: Matson Money

Post by pennstater2005 » Sun Apr 07, 2013 9:53 am

Here is a previous thread, albeit outdated, that may give some insight.

http://www.bogleheads.org/forum/viewtopic.php?t=55651

They're financial advisers out to make money - particularly your money.
“If you think nobody cares if you're alive, try missing a couple of car payments.” – Earl Wilson

User avatar
nisiprius
Advisory Board
Posts: 36845
Joined: Thu Jul 26, 2007 9:33 am
Location: The terrestrial, globular, planetary hunk of matter, flattened at the poles, is my abode.--O. Henry

Re: Matson Money

Post by nisiprius » Sun Apr 07, 2013 10:06 am

Image

If you pursue this, I would make a point of asking them, straight-out, whether any of these academics actually have a participating connection with Matson Money. Have they reviewed and approved the strategy Matson calls "Free Market Investing?" Because I sense an attempt to mislead without making factually incorrect statements. If they are doing this, a firm that does that in one area may well do it in another.

Both DFA and Matson Money's websites have links labeled "Academics." One may legitimately wonder just how involved Fama, French, Ibbotson, Merton, Scholes, and the other "board members" and "resident scientists" have to do in guiding the investment strategies of DFA, but there's no question that they have a real connection with DFA.

I think Matson Money is trying to give the impression of a similar connection when none actually exists. If you read the web page, of course, it doesn't actually say they have any connection, just that they "created the intellectual framework" within which Matson Money operates. Rather oddly, they make a point of telling you that Fama is director of research--at DFA.

Do the top people at Matson hobnob with Nobel laureates? Or are they just name-droppers?
Annual income twenty pounds, annual expenditure nineteen nineteen and six, result happiness; Annual income twenty pounds, annual expenditure twenty pounds ought and six, result misery.

pkcrafter
Posts: 13092
Joined: Sun Mar 04, 2007 12:19 pm
Location: CA
Contact:

Re: Matson Money

Post by pkcrafter » Sun Apr 07, 2013 10:23 am

cloudboy55 wrote:I'm curious to know if anyone has had experience with or it currenty using an investment advisor who is affiliated with Matson Money. They advocate passive investing, DFA funds, fee only advising, etc. 3.2 billion AUM.

Thanks,
cloudboy55
Looks interesting at first glance, but you might need to look more carefully. I found these on Matson:

http://retireearlyhomepage.com/dfa_2010.htm

http://www.bogleheads.org/forum/viewtopic.php?t=55651

https://www.cfginc.com/associates/feeba ... 0Money.pdf

Paul
When times are good, investors tend to forget about risk and focus on opportunity. When times are bad, investors tend to forget about opportunity and focus on risk.

big bopper
Posts: 1
Joined: Thu Nov 08, 2018 8:02 am

Re: Matson Money [Investment Advisor]

Post by big bopper » Thu Nov 08, 2018 8:32 am

Matson = Welcome to Landmark! He is part of a self help cult. His investment philosophy is sound but with all the fees including he own .49 bp hidden in a fund of funds you will pay active management fees for a DFA passive portfolio.

Run away.

need more check this out:

https://www.youtube.com/watch?list=PLuF ... HncYQnwRdI

Post Reply