LP Profile

Matco Financial

Wealth ManagerCalgary, CanadaFounded 2006
$1.0B
Assets Under Management
Calgary
Headquarters
Investment Focus

About Matco Financial

Matco Financial is a wealth management firm based in Calgary, Canada. Established in 2006, the firm is an independent, privately held discretionary investment counselor & asset management firm that has been serving the needs of individual investors, planners, advisors, trusts, corporations, and not-for-profit organizations. The firm's mission is to provide well-diversified investment solutions that are designed to protect capital, exhibit lower volatility, produce income, and achieve long-term growth without exposing clients to unnecessary or excessive risk. The firm's assets are managed by the executive management team.

Preferred Investment Types

Real Estate Core Plus

Preferred Geographies

CanadaEuropeUnited KingdomUnited StatesWestern Europe
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FAQ

Frequently asked questions

What type of investor is Matco Financial?

Matco Financial is a wealth manager based in Calgary, Canada, managing approximately $1.0B in assets.

Where is Matco Financial headquartered?

Matco Financial is headquartered in Calgary, Canada.

How much does Matco Financial manage?

Matco Financial manages approximately $1.0B in assets under management.

When was Matco Financial founded?

Matco Financial was founded in 2006.

What does Matco Financial invest in?

Matco Financial focuses on Real Estate Core Plus.

How can I contact Matco Financial?

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