The Mathes Company, established in 1997, is an investment advisor registered with the US Securities and Exchange Commission. We manage discretionary portfolios for investors domiciled in the US and overseas, for individuals as well as institutions, including taxable and non-taxable accounts.
We believe that the needs of each investor are different, arising from different tax status, risk preference, regulatory framework, internal reporting requirements and varying levels of comfort with each asset class and the growing number of financial instruments. Hence, we strive for a deep understanding of each client’s needs and work closely with each client to develop an investment program that best meets these needs. We further believe close interaction with each client on an ongoing basis is paramount to the success of each program.
For each client, we bring to bear a broad range of experience and skills. Our commitment to help our clients solve their financial problems often results in our going beyond portfolio management activities.
We also believe that globalization is an integral part of a successful investment program. Cross border capital flows – generally not restricted by national boundaries – may impact prices of financial assets. For many companies, manufacturing is conducted in a country far from where its headquarters are located. With the advent of the internet, a potential consumer, supplier or competitor may in fact be based anywhere in the world.
Our investment programs have comprised 'traditional' equity portfolios and 'alternative' investments in private equity and hedge funds.
Our sole office is located in New York City.
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