America’s Best TAMPs Showcase - Flipbook - Page 41
2026 AMERICA’S BEST TAMPS
MATSON
MONEY
Mark Matson
Founder & CEO
Matson Money
5955 Deerfield Blvd, Mason, OH 45040
www.matsonmoney.com
From Practitioner to Entrepreneur: The Next Advisor Evolution
In an era where financial advisors are expected to wear every hat,
from portfolio manager, marketer, operations lead, to compliance
officer, Matson Money is helping redefine what is possible. Rather
than leaving advisors trapped in a traditional one-to-one model,
we provide a path to build an enterprise capable of reaching
many. Our approach blends academic investing principles with
a robust ecosystem of marketing, operational, and technology
resources, allowing advisors to elevate their role from practitioner
to entrepreneur.
Mark Matson has become a
distinctive voice in the financial
industry by challenging
conventional thinking and
championing a fiercely
entrepreneurial approach to
helping advisors grow their
practice. As the founder and
CEO of Matson Money, he
has spent more than three
decades advocating for a
science-based investment
philosophy rooted in academic
rigor rather than market
speculation. His work brings
Nobel Prize–winning research
out of academia and into the
hands of everyday investors
and the advisors who serve
them, helping reshape how
people understand risk, return,
and long-term discipline.
What sets Matson apart is
not only his commitment to
investment science, but his
focus on human behavior,
helping investors and advisors
confront the emotions,
biases, and narratives that
can derail financial success.
Through national media
appearances, advisor training
and development programs,
and the groundbreaking
American Dream Experience,
he helps advisors scale
their practices with powerful
education-based systems,
equipping them to empower
their clients have confidence
in their financial future. Mark
Matson’s leadership continues
to redefine what authentic,
education-driven advising
looks like today.
At the center of this model is a turnkey investment solution
grounded in Nobel Prize-winning research and investing science.
With portfolios built for global diversification, advisors can
delegate portfolio construction, freeing valuable time and reducing
complexity. Matson Money offers an extensive suite of branding
tools, digital marketing assets, and client-facing educational
experiences, including the flagship American Dream Experience.
These resources give advisors the structure to deliver high-impact
events to many investors at once, creating scalability without
sacrificing authenticity.
But perhaps most transformative is the coaching infrastructure.
Advisors receive ongoing training in business development,
leadership, and human performance - guidance that can help them
build teams, strengthen culture, and expand their reach. The result
is a model where one advisor can lead a community of investors
through consistent messaging, shared experiences, and a unified
investment philosophy.
Matson Money isn’t just helping advisors manage money, they’re
helping them build enduring, scalable practices rooted in science,
education, and purpose.
This content is not to be considered investment advice and is not
to be relied upon as the basis for entering into any transaction
or advisory relationship or making any investment decision.
All investing involves risks and costs. No investment strategy
(including asset allocation and diversification strategies) can ensure
peace of mind, guarantee profit, or protect against loss.
STR AT E G I C F E AT U R E S
ACCOUNT REBALANCING
IPHONE OR ANDROID APP
BEHAVIORAL
FINANCE TRAINING
MARKETING SUPPORT
CLIENT PORTAL
PRIVATE LABELING
(LIMITED C0- BRANDING)
COMPLIANCE TOOLS
RESEARCH & DUE DILIGENCE
CUSTOM REPORTING SUITE
RISK MANAGEMENT TOOLS
INTEGRATION WITH
3RD-PARTY PLATFORMS
SUCCESSION PLANNING
INVESTMENT POLICY
STATEMENTS
UNIFIED OR SMART BILLING
41
TM
New business contact:
Matson Money Coaching Team
Phone: (513) 204-8000
Email: coaching@matsonmoney.com
Website: ria.matsonmoney.com
CONTACT
KEY TAMP PERSONNEL
CLICK IMAGE TO LEARN MORE
Mark Matson
Founder & CEO
Josh Crawford
Co-CEO
Dan List
CCO
Type of program: Investor Coaching
Company providing discretionary
management of globally diversified portfolios
Total assets in program: $12.1 Billion as of
November 30, 2025
Year program began: 1991
Managers on platform vetted: Yes
Managers GIPS® compliant: Yes
Types of products available: Managed
Portfolios for All account Types. All invested
in Mutual Funds Advised by Matson Money.
Platform tracks client holdings: Yes
Program compatible for: IARs, RIAs, BDs
Optimized for tax trading efficiency: No
Program links to a trade execution
or order management system: No.
Matson has an in-house proprietary Asset
Management System.
Proposal / IPS: Yes
Asset allocation methodologies: Matson
Money believes that the stock market
is efficient and that free markets work.
Based on this belief, Matson focuses
on attempting to capture market returns
utilizing asset class or structured funds,
seeks to utilize broad diversification, and
attempts to eliminate stock picking, track
record investing, and market timing from the
investment process.
Matson Money manages client investments
utilizing a fund-of-funds strategy. Client
accounts are invested in a mix of a
proprietary series of mutual funds advised
by Matson, which allocate investments
across three broad asset classes: domestic
equity, international equity, and fixed
income. Matson-advised funds seek to
allocate across these broad asset classes
by investing in various mutual funds or
ETFs. The specific target allocation of
each client’s Matson-advised strategy
depends on the individual investor’s risk
tolerance and investment horizon and is
selected by the client at account opening.
More information on mutual funds,
ETFs, and associated fees, is available
in fund prospectus documents, available
online at http://funddocs.filepoint.com/
matsonmoney/.
