matco-small-cap-fund-presentation

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Who is Matco Financial?AGENDA1. Who is Matco Financial?2. How Does Matco Invest?3. Why Invest in Small Caps?4. Why Invest in the Matco Small Cap Fund?PRIVATEWEALTHMANAGEMENT
Who is Matco Financial?MATCO FINANCIAL• An independent, privately-owned investmentmanagement firm• Founded in 2006 to manage the investments ofseven families• A boutique firm serving individual clients, families,business owners, trusts, non-profits and foundationsPRIVATEWEALTHMANAGEMENT
Page 1: MATCO FINANCIALPRIVATEWEALTHMANAGEM
Page 5 and 6: Who is Matco Financial?STRONG ROOTS
Page 7 and 8: Who is Matco Financial?EXPERIENCED
Page 9 and 10: How Does Matco Invest?PHILOSOPHY•
Page 11 and 12: How Does Matco Invest?INVESTMENT PR
Page 13 and 14: How Does Matco Invest?OUR STYLEGARP
Page 15: How Does Matco Invest?CHARACTERISTI
Page 19: How Does Matco Invest?SELL DISCIPLI
Page 22 and 23: Why Invest in Small Caps?WHY WE LIK
Page 24 and 25: Matco Small Cap FundHOW DO WE COMPA
Page 26 and 27: Matco Small Cap FundSTYLEWe are GAR
Page 28 and 29: Matco Small Cap Fund5 FOLD INVESTME
Page 30 and 31: Matco Small Cap FundCURRENT CHARACT
Page 32 and 33: Fund InformationFUNDMatco Balanced
Page 34: DisclaimerMATCO FINANCIAL is a priv

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