An area of strength at Matrix Asset Advisors is its tenured portfolio management team, which boasts 27 years of average tenure at the firm. This experience builds confidence as long-tenured managers have been through multiple market cycles. Matrix Asset Advisors open-end and exchange-traded products are priced, on average, among the second most-expensive quintile of similarly distributed strategies. This higher expense profile of its funds creates a larger performance hurdle and contributes negatively to Matrix Asset Advisors's rating.
Robert Powell: ‘How Do I Generate Income?’
The retirement-planning specialist discusses whether the 60/40 is broken, annuities, and the challenges of creating one-size-fits-many solutions for retirement.