This is not an offer of sale of securities.
This website is for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation for any security, or an offer to provide advisory or other services by Matson Money in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction. The information contained on this website should not be construed as financial or investment advice on any subject matter.
THIS WEBSITE MAY CONTAIN TESTIMONIALS OR VIDEOS OF TESTIMONIALS.
THIS TESTIMONIAL IS BEING PROVIDED TO YOU BY A CO-ADVISOR, SOLICITING ADVISOR, OR SOLICITOR (“PROMOTER”) WHO IS A CURRENT CLIENT OF OR INVESTOR WITH MATSON MONEY. A MATERIAL CONFLICT OF INTEREST EXISTS DUE TO THE PROMOTER’S RELATION-SHIP WITH MATSON MONEY IN WHICH THE PROMOTER RECEIVES AN ANNUAL FEE BASED ON THE ASSETS UNDER MANAGEMENT OF THE PROMOTER’S CLIENTS. THE TESTIMONIAL MAY HELP TO INCREASE SUCH ASSETS UNDER MANAGEMENT AND, THEREFORE, THE FEES THE PROMOTER COLLECTS. ALSO, ALTHOUGH MATSON HAS NOT COMPENSATED THE PROMOTER DIRECTLY OR INDIRECTLY FOR THIS TESTIMONIAL, THE PROMOTER MAY RECEIVE SOME INTANGIBLE BENEFITS, SUCH AS HEIGHTENED BRAND AWARENESS OR REPUTATIONAL ENHANCEMENTS, AS A RESULT OF BEING INCLUDED IN THIS ADVERTISEMENT.
Additional Information Regarding Testimonials from Co-Advisors:
The Co-Advisor, Soliciting Advisor, or Solicitor (“Promoter”) providing the testimonial has a relationship with Matson Money in addition to being a current client of or investor with Matson Money. Matson Money’s advisory services are marketed almost exclusively by Soliciting Advisors, Solicitors, or Co-Advisors (collectively, “Promoters”). Promoters are independent of and unaffiliated with Matson Money. Clients pay asset-based fees to Co-Advisors separate and apart from the fees and expenses associated with the Matson Money-advised funds, which creates an incentive for Promoters to promote Matson Money in order to increase the Promoter’s assets under management and, thus, fees the Promoter collects.
Additionally, Co-Advisors or Soliciting Advisors who have entered into an Advisory Agreement with Matson Money can also choose to enroll in the Matson Money Brand Ambassador program under an additional separate Brand Ambassador Agreement with Matson Money. A Brand Ambassador can use Matson’s Licensed Marks in connection with the operation of its business as an investment advisor, and Matson grants the Brand Ambassador a license to use the Licensed Marks, subject to the terms and conditions of the Agreement. In addition, the Brand Ambassador retains Matson to provide certain operational consulting services in connection with the Brand Ambassador’s business operations and use of the Licensed Marks and provides such Operational Consulting Services which includes additional training and coaching, subject to the terms and conditions of the Agreement. Matson Money receives compensation for the Brand Ambassador arrangement of approximately $100,000 to cover the cost of creating branded assets, like films, presentations, logos, and other various marketing materials, as well as additional services like in-depth training and coaching for leading the American Dream Experience. Some additional expenses can be charged for additional services.
1. NOBEL PRIZE WINNING ACADEMIC
www.nobelprize.org
The Nobel Memorial Prize in Economic Sciences, commonly referred to as the Nobel Prize in Economics, is an award for outstanding contributions to the field of economics, and generally regarded as the most prestigious award for that field.
Markowitz, Harry. "Portfolio Selection." Journal of Finance. 1952.
Harry Max Markowitz is an American economist, and a recipient of the 1989 John von Neumann Theory Prize and the 1990 Nobel Memorial Prize in Economic Sciences. Markowitz is a professor of finance at the Rady School of Management at the University of California, San Diego.
Efficient Market Hypothesis, first explained by Dr. Eugene Fama in his 1965 doctoral thesis.
Eugene F. Fama, "Random Walks in Stock Market Prices," Financial Analysts Journal, September/October 1965.
Eugene F. Fama, 2013 Nobel laureate in Economic Sciences; is widely recognized as the "father of modern finance." His research is well known in both the academic and investment communities. He is strongly identified with research on markets, particularly the efficient markets hypothesis.
2. Academic Board Disclosure
Academic Advisory Board members receive compensation from Matson Money for their services which include, but are not limited to, independent leadership consulting; co-authoring white papers; and speaking at Matson Money conferences. Advisory Board members may also provide insight to Matson Money on portfolio construction, asset allocation, quantitative analysis, investor behavior and other areas of expertise, as needed. Certain Advisory Board members are employed by or otherwise affiliated with third party advisory firms that offer funds in which Client accounts are invested.
3. Holdings Disclosure
Fund of Funds Risk. The investment performance of client portfolios is affected by the investment performance of the underlying funds in which the portfolio is invested. The ability of the total client portfolio to achieve its investment objective depends on the ability of the underlying Matson-advised mutual funds to meet their investment objectives, on Matson's decisions regarding the allocation of the portfolio's assets among the underlying Matson-advised mutual funds, and on Matson's decisions regarding investments made by the underlying Matson-advised mutual funds. The portfolio may allocate assets to an underlying fund or asset class that underperforms other funds or asset classes. There is no assurance that the investment objective of the portfolio or any underlying fund will be achieved. When the portfolio invests in underlying funds, investors are exposed to a proportionate share of the expenses of those underlying funds in addition to the expenses of the portfolio. Matson may receive fees both directly on your account as well as on the money your account invests in the underlying funds, and the underlying funds themselves may bear expenses of the mutual funds or ETFs in which they invest. Through its investments in the underlying funds, the portfolio is subject to the risks of the underlying funds' investments, with certain underlying fund risks described later in this presentation. More information on mutual funds, ETFs, and associated fees, is available in fund prospectus documents, available online at: https://funddocs.filepoint.com/matsonmoney/.
References to Holdings
Due to Matson's investment philosophy and methodology, any references by Matson or by unaffiliated third parties to specific holdings, number of holdings, or specific countries or asset classes are references to the underlying funds in which the Matson-advised mutual funds invest. Mutual funds currently use SEC Forms N-PORT and N-CSR to disclose their quarterly holdings at the end of each fiscal quarter (Form N-PORT replaced Form N-Q),therefore any specific holdings cited are accurate as of that date or is data provided directly by the underlying fund company itself, and do not in any way represent portfolio management research or trading decisions made by Matson Money, other than to the extent Matson Money has allocated Matson-advised mutual fund investments to such underlying funds. Form N-PORT can be found online at https://www.sec.gov/Archives/edgar/data/831114.
PAST PERFORMANCE IS NO GUARANTEE OF FUTURE RESULTS
This website is not to be considered investment advice and is not to be relied upon as the basis for entering into any transaction or advisory relationship or making any investment decision.
4. Description of Matson Money, Inc.
This content is not to be considered investment advice and is not to be relied upon as the basis for entering into any transaction or advisory relationship or making any investment decision.
Matson Money, Inc. “Matson” is a federally registered investment advisor with the Securities Exchange Commission (“SEC”) and has been in business since 1991. In Canada, Matson is registered as a portfolio manager in Ontario, Alberta, and British Columbia. Registration with the SEC and the Canadian securities regulatory authorities does not imply their approval or endorsement of any services provided by Matson. This content is based on the views of Matson. The concepts discussed herein are for educational purposes only. This content includes the opinions, beliefs, or viewpoints of Matson Money and its Co-Advisors and should not be relied upon for entering into any transaction, advisory relationship, or making any investment decision. Other organizations or persons may analyze investments and the approach to investing from a different perspective than that reflected in this content. Nothing included herein is intended to infer that the approach to investing discussed in this content will assure any particular investment result.
All of Matson Money’s advisory services are marketed almost exclusively by either Solicitors or Co-Advisors (“Promoters”). The term “Co-Advisor” is equivalent in meaning to the term “Promoter.” Co-Advisors are either unaffiliated separately registered investment advisors, or registered representatives and/or investment advisor representatives of unaffiliated dual registrant brokerage firms. Matson is not affiliated with the Co-Advisors or the firms with which they are associated. Each Co-Advisor enters into a contractual agreement to serve as a non-discretionary Co-Advisor with respect to clients referred by the Co-Advisor to Matson. Solicitors typically do not enter into investment management agreement with clients. Both Co-Advisors and Solicitors have similar responsibilities including promoting and referring clients, and client coaching, including maintaining suitability information, routine service issues, and relationship management. All Co-Advisors are independent contractors, not employees or agents of Matson. Co-Advisors are paid fees as set forth under the tri-party Investment Management Agreement. Such fees are negotiable and may range from .20% to 1.2% of Account Owner assets under management. Matson does not retain any portion of these fees and is compensated only through advisory fees embedded in the Matson Funds.
The Co-Advisor receives an annual fee, paid quarterly in advance by Matson, based on total assets under management of the Co-Advisor’s clients. Generally, the greater the assets under management that the Co-Advisor’s clients have, the higher their annual compensation will be. Due to this compensation arrangement, the Co-Advisor has a financial incentive to promote Matson in lieu of other financial services providers, which results in a material conflict of interest.
Account Owners referred by other Co-Advisors may pay lower advisory fees for comparable services as a result of the range of fees available at each asset level breakpoint.
Co-Advisor’s fee may be paid directly by Account Owner to Co-Advisor or this fee may be deducted from Account Owner’s account by Matson and paid by Matson to Co-Advisor. No part of this fee is retained by Matson. The Co-Advisor's relationship with Matson, including fees payable from the Account Owner’s Account, is governed by a separate agreement between Matson and the Co-Advisor. The nature of this relationship creates an inherent conflict of interest.
Additionally, Co-Advisors who have entered into a Co-Advisory Agreement with Matson Money can also choose to enroll in the Matson Money Brand Ambassador program under an additional separate Brand Ambassador Agreement with Matson Money. A Brand Ambassador can use Matson’s Licensed Marks in connection with the operation of its business as an investment advisor, and Matson grants the Brand Ambassador a license to use the Licensed Marks, subject to the terms and conditions of the Agreement. In addition, the Brand Ambassador retains Matson to provide certain operational consulting services in connection with the Brand Ambassador’s business operations and use of the Licensed Marks, and provides such Operational Consulting Services which includes additional training and coaching, subject to the terms and conditions of the Agreement. Matson Money receives compensation for the Brand Ambassador arrangement of approximately $100,000 to cover the cost of creating branded assets like films, presentations, logos, and other various marketing material, as well as additional services like in-depth training and coaching for leading the American Dream Experience. Some additional expenses can be charged for additional services.
In Canada, Matson acts as a sub-advisor to another registered portfolio manager (“Advisor”). Matson is not affiliated with the Advisor. The Advisor and Matson have entered into a sub-advisory agreement, under which Matson has agreed to sub-advise client accounts managed by the Advisor. Client accounts are invested in strategies managed by Matson. The Advisor is responsible for client onboarding and account opening collection of know-your-client information and suitability determination and overall client relationship management.
All investing involves risks and costs. These risks may not always be mitigated through long-term investing or diversification. Your advisor can provide you with more information about the risks and costs associated with specific programs. Your advisor is not affiliated with Matson Money, Inc. The information contained in this content is for educational purposes only and is not intended as investment advice. No investment strategy (including asset allocation and diversification strategies) can ensure peace of mind, guarantee profit, or protect against loss.
5. American Dream Experience awards disclosures.
Receipt of award does not acknowledge any particular skill or expertise on behalf of recipient and should not be used in determining whether to enter into any agreement with Matson Money, Inc. Please consider the disclosure of criteria for each award shown.
2023 Hermes Creative Awards Criteria Disclosure:
“ELIGIBILITY: The competition is open to all individuals, companies, and organizations involved in producing any kind of marketing and communication materials for external or internal audiences. To be eligible, an entry must have been produced after January 1, 2020 (a 2-year window).
ENTRY FEES: The entry fee is $120 for each submission or $195 for each campaign or plan entry. If a piece is entered in more than one category, please enclose an additional entry fee for each time it is entered. AMCP does not charge for entries produced pro bono for outside nonprofits. Matson Money paid a total of $780.
CATEGORIES: Categories are divided into Print Media, Public Relations/Communications and Electronic/Social/Interactive Media.
JUDGING: Now in its fourth decade, AMCP has earned a reputation for accuracy, fairness, and credibility. A look at the list of winners is a who’s who of the creative industry. It takes about eight weeks of judging, eight hours a day, to review all the work that is submitted in each competition. Judges are senior-level, experienced professionals. They are freelancers or own their own businesses. They are selected based on experience and availability.
Entries are judged at random and not directly compared to other entries in their category. Work is judged on creativity and the judge’s perception of what you had to work with. A 2-color and a 4-color brochure in the same category are not compared to each other. A small company is not compared to a Fortune 500 entrant in the same category. There can be multiple winners or no winners in any given category. Utilizing a consensus judging system, the judges verbalize their criticisms, compliments, etc., and then agree on a score. Entries receiving scores between 90-100 points are Platinum Winners. Entries with 80-89 points are Gold Winners. Entries scoring from 70-79 receive Honorable Mention recognition.”
Retrieved 4/14/23 from: https://hermesawards.com/
2023 VIDDY Awards Criteria
To ensure fairness and consistency, entries are evaluated by our judges in Washington D.C. and reviewed in Dallas, TX. It takes two months of full-time work to judge all the entries. Each entry is judged against itself and not directly against other entries. There could be no winners in a category or multiple winners. There are no lengthy essays to persuade the judges; so, all work will be evaluated solely on its own quality, creativity, and resourcefulness. Judges base their decisions on learned perceptions of creative excellence rather than an entrant's imaginative explanation of an entry's value.
Entries are judged at random and are not grouped by categories. Each entry is viewed and discussed individually. The judges are experienced professionals who have had projects similar to any entries submitted. The judges are cognizant of what an entrant has to work with and make their evaluations accordingly.
Entries receiving scores between 90-100 points are Platinum winners. Entries with 80-89 points are Gold Winners. Entries scoring from 70-79 receive an Honorable Mention. In some cases, projects receive a None if they do not meet our judge's expectations. All entries will have an award level listed in their MyAccount after results have been posted.
Work that has been created or produced within the past 2 years is eligible for entry.
Matson Money paid a total of $480 to be considered for four VIDDY Awards.
2023 Marcom Disclosures:
Matson Money paid a total of $640 to be considered for the four MarCom awards. The fee is $125 per entry or $195 per campaign or plan.
Criteria:
Entries receiving scores of 90-100 are Platinum Winners. Scores of 80-89 are Gold Winners and 70-79 are Honorable Mention Winners. There may be no winners or multiple winners in a category.
AMCP is the industry’s preeminent third-party evaluator of creative work. The organization has judged over 300,000 entries since its formation in 1994.
The competition is open to all individuals, companies, and organizations involved in producing any marketing and communication materials for external or internal audiences.
To be eligible, an entry must have been produced after January 1, 2022.
Over the past two decades, the Association of Marketing and Communication Professionals’ judges has earned a reputation for accuracy, fairness, and credibility. A look at the list of MarCom winners is a who’s who of the industry. It is also the competition where professional organizations that run their own competitions enter their work.
To ensure timeliness, fairness, and consistency, most of the judging is done in the AMCP judging room in Dallas, Texas, and Washington, D.C. Judges are senior-level, experienced professionals residing in the Dallas-Fort Worth and D.C. areas. They are freelancers or own their own businesses. They are selected based on experience and availability. It takes two months of full-time work to judge the thousands of entries. Judges can change during the process, but at least one of the two judging coordinators is there at every session.
Entries are judged at random and not compared directly to other entries in their categories. There is no preset number of winners in a category. There are no lengthy essays to persuade the judges; so all work is evaluated solely on its own quality, creativity, and resourcefulness. Judges base their decisions on learned perceptions of creative excellence rather than an entrant’s imaginative explanation of an entry’s value.
Since there is a tremendous variance of resources from entrant-to-entrant, and piece-to-piece, perceived budget is taken into consideration in the judging. Based on their work experiences, judges expect each entry. A student-produced ad is not held to the same expectation as a piece produced by a Madison Avenue agency for a Fortune 500 company.
Retrieved from: https://marcomawards.com/#entry-information
2023 Titan Eligibility
Matson Money paid $89 to be considered for the Educational Event category.
The awards program is open to all entrepreneurs, SMEs, large organizations, and related individuals, involved in the business industry worldwide. Any person, group, or organization may turn in their submissions online. To be eligible, an entry must have been produced after January 1, 2021 (almost a 2-year window). Entries may originate from any country.
Requirements:
Entry Brief: It is recommended that you keep your synopsis to approximately 350 words. The brief should strengthen your entry, as well as providing the jury a better understanding of your project. A written translation or adaptation must accompany non-English entries.
Image Submission: The submissions should be saved in a flattened JPEG or JPG format. (keep them under 4MB, 1,200px wide is preferable, 300dpi, RGB).
Video/Audio Submission: Entries with audio/video must be submitted with a direct URL that will take judges directly to the work: Upload video/audio to Vimeo/YouTube/Youku. Paste the URL link into the URL field.
There are THREE (3) levels of achievement in the competition:
– Category Winners of the Year
– Platinum (85-100 points)
– Gold (60-84 points)
To ensure high standards of quality, a category may have multiple winners or no winners. Each submission is critiqued rated by consensus, with the panel of judges determining a rating on a scale of 100 points. Winners with a score between 85 and 100 points are Platinum Winners. Entries with a score between 60 and 84 points are Gold Winners.
Entries receiving an average score under 60 do not receive an award.
The highest score amongst the Platinum winners* for each main category will be selected as Category Winners of the Year.
Judges are selected based on experience, credibility, and availability. The Business Awards jury panel consist of senior-level executives, business professionals and acclaimed entrepreneurs, where their business experiences and acumen imbue them with impartiality and undivided attention.
Submissions are judged at random without comparison in the same categories. Our judges will score on a scale of 1-100 based on:
– Originality
– Business acumen
– Business expertise
– Impressions
– Delivery of submission
– Company culture (if applicable)
Retrieved from: https://thetitanawards.com/business-awards.php.
PAST PERFORMANCE IS NO GUARANTEE OF FUTURE RESULTS
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