Company Performance Metrics
Peter Matthews: Chief Investment Officer
Jacqueline Ko Matthews: Founder & CEO
Much like the disappearance of the human travel agent, money management will migrate online over the next decade due to the power of technology. This puts tremendous pressure on traditional wealth advisors who have built their businesses over several decades to adapt to this new paradigm or risk extinction. Shifting to online money management is
expensive and takes considerable effort in the face of technological challenges.
They help traditional wealth advisors build and maintain an online presence cost effectively. They enable advisors to differentiate themselves from the commoditized “robo-advisors” by delivering non-correlated alternative and traditional investment strategies together with cutting edge online software technology. They simplify the process from research to execution so advisors can focus on building their business, asset gathering and servicing their clients.
