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Through its wholly owned subsidiaries, Matrix Financial Solutions is one of the nation’s largest providers of back-office, trust, custody, trading and mutual fund settlement services.
 
 
 
 
 
 


Affiliates: MG Advisory

Go on, be choosey.
MG Advisory Services, LLC is positioned to bring powerful, demonstrated capabilities to the mutual fund clearing market, in addition to providing new Internet-ready technologies to our clients.

Our approach to asset management services, as defined below, allows you the flexibility to choose from recognized names in the mutual fund research and investment advisory disciplines. Completely Internet-ready, our capabilities allow you to continue your existing advisory services or begin new advisory services in a partnered environment. Web access is tailored to your company’s brand or can be co-branded with internationally-recognized research and/or investment advisory partners.

Capture and retain assetsand clients.
Asset Management Services offers investment professionals a comprehensive suite of Internet-ready account management tools. By assisting in capturing and retaining assets, you can give clients greater personal service and results. In turn, your clients reap the benefits of easy access to investment recommendations and associated investment research; ongoing professional account management; and user-friendly, online account access.