Perry Mattern Emphasizes Mission: To Better Serve Clients as an Independent Wealth Management Firm
DENVER, February 12, 2019 (Newswire.com) - Perry Mattern, CFP®, CIMA®, today announced the launch of Mattern Capital Management, a fee-only, registered investment advisory firm in Denver, Colorado. Mattern previously practiced as part of Wells Fargo Advisors. Mattern has been a financial services professional since the early 1990s, helping individuals and families achieve their goals. He has extensive experience in tax-efficient investments and portfolio management for high net worth clients. Beginning his advisory career with A.G. Edwards & Sons in 2000, he built a highly regarded wealth management team which continued to work together through that firm’s acquisition by Wachovia Securities, followed by Wells Fargo’s acquisition of Wachovia in 2008, and now at Mattern Capital Management.
“We set out to address two big issues: the fiduciary standard of care and accessing best-in-class technology. Our clients expect us to be thorough, deliberate and proactive as we guide them and manage their assets. We solved both issues,” said Mattern. “We’ve always believed in and conducted ourselves as fiduciaries, so it was obvious that becoming a fee-only Registered Investment Adviser, working only for our client, was the logical next step. The industry has changed dramatically in the past few years and it was important for us to be able to serve our clients as their fiduciary. As an RIA, we will be able to conduct business in a way that is truer to our core mission and values.”
We've always believed in and conducted ourselves as fiduciaries, so it was obvious that becoming a fee-only Registered Investment Adviser, working only for our client, was the logical next step. The industry has changed dramatically in the past few years and it was important for us to be able to serve our clients as their fiduciary. As an RIA, we will be able to conduct business in a way that is truer to our core mission and values.
Perry Mattern, CFP®, CIMA®, Mattern Capital Management
LEADING TECHNOLOGY / NEW RIA STRUCTURE
With the new RIA structure, clients will have expanded access to investment solutions and the latest technology to provide ready insight into the performance of their investments. Mattern Capital Management is integrating providers such as Orion Advisor Services, Redtail, Advicent, and others with technology and custodial support provided by TradePMR, a middle-office solution with a twenty-year track-record of serving thousands of RIAs. “TradePMR’s award-winning software and high advisor satisfaction ratings are reassuring,” said Mattern, who added that First Clearing, member SIPC, a registered broker/dealer and non-bank affiliate of Wells Fargo & Company, will provide securities execution and brokerage clearance services.
“Our objective has always been to help clients achieve their financial goals and to provide a customized, transparent and satisfying experience,” said Mattern. “This change enables us to fully deliver on that promise.”
To celebrate the new RIA structure, Mattern Capital Management has launched a new website and moved to new offices at 1144 15th Street in downtown Denver. Clients and interested others are invited to drop by during standard business hours and/or to call (720) 710-2930 for a scheduled office tour and confidential conversation.
ABOUT MATTERN CAPITAL MANAGEMENT
Mattern Capital Management was founded in 2019 as an SEC Registered Investment Advisor and financial planning firm, serving affluent individuals and families. The firm provides comprehensive planning services and investment management. Learn more at www.matterncapital.com.
Contact:
Leslie Swid
Impact Communications
(913) 649-5009
leslieswid@impactcommunications.org
Source: Mattern Capital Management
Share: