Matrix Asset Management was uniquely designed to provide a unique, concierge-style consultative approach to helping clients achieve their financial goals and objectives. By maintaining our independence from any large corporate financial partner, we have been able to provide truly objective insights that have earned our firm a reputation as trusted advisers who truly put their clients needs first.
After beginning his professional career as co-founder and president of a holding company in the medical equipment industry, in 1989 Mike began his career in the financial services industry, joining Shearson-Lehman Brothers as a broker.
By 1994 Mike was a portfolio manager for the firm (which had become Smith Barney) and also acted as the company’s syndicate coordinator for the Pacific Northwest. In that position, he was responsible for allocating the firm’s IPO shares to retail clients. In 2000 Mike became a managing partner responsible for marketing and servicing Smith Barney’s suite of institutional products and services for the firm’s publicly traded clients
He left Smith Barney in 2004 to start Chrysler Asset Management, LLC, before cofounding Matrix Wealth Management, Inc which became Matrix Asset Management, LLC in 2016
Mike is a registered investment advisor representative with Resource Investment Architects, Inc., an SEC Registered Investment Advisor. Mike holds an insurance license with the state of Oregon, License Number – 0002988347
Mike likes to spend time with his family and friends and enjoys doing anything outdoors. His passions include his clients, boats, motorcycles, martial arts, guitars and music. He is a Vietnam-era veteran and worked in Test Flight for Bell Helicopter.
Among the first priorities of Matrix Asset Management was the development of Vision and Mission statements and a set of values to guide us in our relations with clients and our day-to-day operations. The words below speak volumes about our goals, for ourselves and our valued clients, and the manner in which we conduct ourselves as we serve those who rely on us to help secure their futures.
Our vision is to grow a trusted wealth management firm, composed of uniquely qualified, values-driven professionals working as a cohesive team to solve the financial challenges of our individual, family and business clients.
To serve our valued clients as life-long advisors, protecting and growing their wealth through highly personalized, team-driven financial strategies.
Contact us today.