Matisse Capital Logo

Matisse Capital

Mutual Funds and Advisory Services | Matisse Capital

Who is Matisse Capital?

We believe investment management and advisory is about more than just watching financial markets. For all our clients, we aim to provide an excellent client experience and be a resource for your investing questions. As a boutique investment firm, we can offer a variety of investment solutions for our clients.

This company is:

Service provider

Lake Oswego, United States

11-50 Employees

Founding year: 1997



Products & services of Matisse Capital

Product Financial Advisory Services | Matisse Capital image
Service

Verified

Financial Advisory Services | Matisse Capital

Matisse financial advisors are equipped to provide you with bespoke solutions to help you or your organization meet your financial goals.

Product Retirement Plan Management | Employer Services | Matisse Capital image
Service

Verified

Retirement Plan Management | Employer Services | Matisse Capital

Learn more about our retirement plan management services for employers, including fiduciary governance, investment advisory, and employee services.

Product IRA Rollover Program | Employer Services | Matisse Capital image
Service

Verified

IRA Rollover Program | Employer Services | Matisse Capital

One great benefit of a 401(k) plan is the ability for participants to transfer assets easily when they leave. Learn more about IRA Rollover Programs with Matisse.

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Keywords

Closed-End Funds
Mutual Funds
Discounted Closed-End Funds
Investment Management
Investment Advisory
Investment Consulting
Performance Reporting
Retirement Plans
Foundations and Endowments
High Net Worth Individuals
Mutual Fund Research
Asset Allocation
Nonprofits
Wealth Management
Retirement Plan Management

Industries

Finance and Insurance

Contact of Matisse Capital

City: Lake Oswego

State: Oregon

Country: United States



Frequently asked questions (FAQ) about Matisse Capital

The company Matisse Capital is located in Lake Oswego, Oregon, United States. It's worth noting that the company may has more corporate locations

As of the latest available information Matisse Capital has around 11-50 employees worldwide.

Matisse Capital was founded in 1997

The company Matisse Capital has it's main focus in the industries of Finance and Insurance

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