Mathews Capital Management LLC ("MCM") is a California Registered Investment Advisor, or RIA. We manage money for clients for a flat fee on AUM (Assets Under Management).
We are differentiated from most other investment advisors due to our splitting client portfolios into two halves:
1.) a passively managed portion (using low cost ETF's) and
2.) an actively managed portion of client portfolios (using individual stocks and conservative options trading).