MATAURO Takes a Bold Step Toward Independence
MATAURO, LLC, has recently made an exciting move by partnering with Dynasty Financial Partners. This collaboration marks a significant moment for the firm, as it joins a robust platform that facilitates technology-driven independent wealth management.
Empowering Client-Centric Strategies
Transitioning into independence allows MATAURO to tailor its financial advice to better suite its clientele. By aligning its strategies with the distinct financial desires of each client, MATAURO is poised to enhance its service offerings even further. Previously managing about $700 million in client assets, the firm is now ready to present more individualized, flexible solutions that deliver great value.
Who Makes Up the MATAURO Team?
The team at MATAURO is headed by co-founders Matthew Klein (CEO), Barrett Tabeek (CFO), and Steven Van Hooker (COO). Their collective experience, particularly from their previous roles at AXA Advisors and Equitable Advisors, adds tremendous value to the business. With a dedicated group of fourteen professionals, MATAURO is well-equipped to offer tailored services to entrepreneurs, business owners, and corporate executives.
Comprehensive Financial Solutions
Under this independent model, MATAURO will implement advanced technology tools, enhancing the client experience through deeper insights and greater control over their financial journeys. The team is further enriched by specialists like Alexandra Fraser, Managing Director, and Eliran Abekassis, Portfolio Manager, who contribute vital expertise.
The Dynasty Network: A Growing Community
With the addition of MATAURO, the Dynasty Network continues to expand, now comprising fifty-six independent firms and over four hundred advisors. The network boasts impressive average assets under management (AUM), providing a strong backing for its affiliated firms. This level of support and collaboration is emblematic of an industry growing increasingly independent and client-focused.
Financial Technology and Client Services
MATAURO has chosen top-tier partners to support its operations, including Fidelity as their custodian and Black Diamond for performance reporting. Furthermore, eMoney will facilitate their financial planning solutions, while Be Co will bolster their information security and technological infrastructure. This combination of resources positions MATAURO to deliver exceptional service to its clients while maintaining a focus on safeguarding their assets.
MATAURO's Vision Moving Forward
As MATAURO progresses alongside Dynasty, their primary goal remains centered on guiding individuals and families toward achieving their financial objectives. The move to independence not only enhances their service offerings but also empowers their team to innovate and adapt to the ever-evolving financial landscape.
About Dynasty Financial Partners
Dynasty Financial Partners stands out as a leader in delivering technology-enabled wealth management solutions. This firm is devoted to providing financial advisory firms with an extensive platform that emphasizes independence while still being equipped with top-notch technology and support services.
Over the years, Dynasty has championed the concept of independent wealth management, translating to significant growth for both itself and its clients. The firm continues to excel by fostering strong relationships with clients, offering a wide range of services, and maintaining a keen focus on innovation and personalized service.
Frequently Asked Questions
What is the major benefit of MATAURO joining Dynasty?
By joining Dynasty, MATAURO enhances its ability to provide customized, technology-driven financial solutions to its clients.
Who are the key team members at MATAURO?
The founding team includes Matthew Klein (CEO), Barrett Tabeek (CFO), and Steven Van Hooker (COO), along with fourteen skilled professionals.
What technology does MATAURO use for its operations?
MATAURO uses Fidelity as a custodian, Black Diamond for performance reporting, and eMoney for financial planning, among other innovative solutions.
How does the Dynasty Network benefit MATAURO?
The Dynasty Network offers MATAURO access to immense resources and collaboration opportunities among a community of independent firms.
What is the focus of MATAURO moving forward?
MATAURO aims to guide clients towards their financial goals while adapting to the dynamic needs of the market.
