Here are the top ten reasons to choose Matthai as your investment advisor:

1. You’ll get an objective investment advisor.

Matthai Capital Management is independent; meaning there is no “parent” company dictating our policies and procedures. There is no conflict of interest. We decide what is best for you and then implement a program.

2. You’ll get a personalized investment management process that works.

Matthai Capital Management uses a disciplined, research-based investment process customized to your investment objectives. The process focuses on multiple levels of diversification in the areas of asset classes (stocks, bonds and cash), investment styles (large, small, growth, value) and specialist money managers in those specific areas with proven track records. By combining these separate areas George Matthai’s objective is to create a portfolio meant to reduce your overall risk and increase your return.

3. You can select from a wide variety of investment choices.

Matthai Capital Management can provide a myriad of investment choices. We offer you no-load, closed-end, or retail mutual funds, individual stocks and bonds, and more. George Matthai’s recommendations are not restricted to a few individual funds, rather he is able to select and screen, in his opinion, some of the finest managers in the world and make them available to you. Our investment choices include those typically offered by both the full-service and discount brokerage firms.

4. You’ll get solutions for complex investment problems and situations.

Whether it be diversifying a low-cost basis stock portfolio or the proper way to invest a portfolio in a Charitable Remainder Trust, Matthai Capital Management delivers specific solutions to your individual investment dilemmas.

5. You’ll have access to the “Trust Alternative”.

Traditional bank trust departments, in our opinion, typically offer only a “bundled” approach to trust management, where all services (investment, custody, administrative, etc.) are under one roof. This may be convenient, but is limited in selection, expertise and experience.

Matthai’s Trust Alternative is created by the combination of an independent trust company, specializing in personal trust services (administrative, custody, tax accounting, etc.) and Matthai Capital Management as your independent Registered Investment Adviser.

This combination brings you a powerful new approach that greatly expands the investment possibilities and solutions at a competitive cost for each trust portfolio, yet allows flexibility to change providers if necessary.

6. Your investments are handled by a Registered Investment Advisor.

Matthai Capital Management, as a Registered Investment Advisor, has been registered and files regularly with the United States Securities and Exchange Commission. You may request a copy of our Form ADV Part II by contacting us.

7. You’ll have seasoned professionals working for you.

Matthai Capital Management has vast experience in the world of investment management and servicing. George Matthai, the Founder and President, has 20+ years of experience investing money in all types of investment situations from NASDAQ stocks to Municipal Bonds. He has worked in New York City and Baltimore for firms such as Merrill Lynch and Tucker Anthony. Mark Edwards, the Operations Manager, has 20+ years of experience on the service side of the investment industry. He worked for many years in the back office of Alex. Brown & Sons in Baltimore. This experience will work hard for you!

8. You’ll have full access to the services of our strategic partners.

George Matthai has developed strategic relationships with, in his opinion, a strong core of capable, reputable partners, including independent trust companies and custodians. These partnerships better enable Matthai to offer you a wide variety of investment and service options. Furthermore, the development of multiple relationships ensures that you are not restricted to one custodian’s investment choices.

9. You’ll get , in our opinion, superior investment management at a competitive price.

Your fee will be determined based upon the total amount of your assets under our management and the investment format you choose (i.e. index mutual funds, institutional mutual funds, individual stocks, bonds, etc.)

10. You’ll get an investment advisor dedicated to you for the long term.

Matthai Capital Management believes that wealth accumulation is achieved by long term investment portfolios. To that end, we want to build a long-term investment relationship with you, providing you with a customized array of services, attentiveness to your needs, and in George Matthai’s opinion, the very best investment management money can buy.