Mattern Capital Management
Investment Details
Investor Type
Private Investment Firm
Asset Class Focus
Fixed Income (Debt and Bonds)
Stage Focus
Growth, Late Stage, Pre-IPO
Geographical Focus
United States
Industries Focus
- Financial Services
- Technology
- Healthcare
- Energy
- Consumer Goods
- Real Estate
- Materials
- Telecommunications
- Utilities
- Industrial
- Consumer Services
- Basic Materials
- Consumer Non-Durables
- Financials
- Technology Hardware & Equipment
Investment Size:
1,000,000 to 50,000,000 USD
Investor Details Founded: 2019
Mattern Capital Management is an independent, fee-only registered investment advisory firm based in Lakewood, Colorado. The firm provides comprehensive wealth management services, including investment management, financial planning, and consulting, primarily serving affluent individuals and families. Established in 2019, Mattern Capital Management emphasizes a fiduciary standard of care, ensuring that clients' interests are prioritized in all financial decisions.
The firm's investment approach is diversified across various asset classes, focusing on fixed income portfolios. Mattern Capital Management employs a consultative strategy, taking the time to understand each client's unique financial situation and goals. This personalized approach allows the firm to develop customized investment strategies that align with clients' objectives and risk tolerance.
With a commitment to transparency and client education, Mattern Capital Management integrates advanced technology to provide clients with clear insights into their investment performance. The firm's dedication to fiduciary responsibility and client-centric services has earned it recognition in the financial advisory industry, including a ranking on Forbes' Top RIA Firms in 2025.
Requirements
- Accredited investor status required
- Alignment with firm's investment philosophy and strategies
Contact
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