Matthai offers you a variety of comprehensive portfolio management services that are customized to meet your financial goals and objectives. We work with you in a very personalized way, getting to know you in order to understand your needs and hopes for the future. In fact, you’ll feel as if you are our only client! Matthai has adopted an effective investment management process based on the principles of the Modern Portfolio Theory which was developed in 1952 by Harry M. Markowitz. In fact, Markowitz received a Nobel Prize for this theory in 1990. This process focuses on multiple levels of diversification within a portfolio, and uses a disciplined, research-based and time-tested technique that has worked successfully in various market conditions. Here is how the Matthai Personal Investment Process works: Step One:   Determine your specific investment objectives and goals. Step Two:   Define your investment risk/return profile. Step Three:   Match your profile with an appropriate portfolio and select managers that have been chosen by George Matthai because he believes they have the ability to deliver the highest return for the least amount of risk. Step Four:   Implement an ongoing internal monitoring process to ensure that your objectives are being met on a risk and reward basis. Step Five:   Reports the results of this process to you on a regular basis through a series of activity statements, market commentary and performance analysis.