WHAT SETS US APART

Prospective clients often ask why they should invest with Matterhorn Capital. Our answer follows these tenets:

CULTURE

• Team Focused

Our team has a passion for investing and brings a unique depth of domestic and international experience. We reach full potential when every team member subordinates their personal goals to those of the client.

• Transparent

We know our transparency assists in earning clients’ trust. Communication with clients ensures comfort with our process and establishes understanding of the results.

• Nimble

Our efficiency and size give us the ability to adapt to the ever-changing investment landscape. The minimum relationship size gives us the ability to service client needs effectively.

• Aligned

Our portfolios are invested alongside our clients in Matterhorn Capital managed portfolios.

• Accessible

Our clients know every team member and have direct access to any of us at any time.

PROCESS

• Disciplined

A consistent and disciplined investment process has been forged since inception. Stringent screening criteria and rigorous analysis ensure your portfolio is composed of high quality, attractively valued companies.

• Independent

Independence creates a client first platform not clouded by mis-aligned brokerage products

• Model Portfolio

All portfolios receive equal, undivided and continuous attention through the model portfolio process. This enables our team to be focused on your portfolio every day.

• Separately Managed Accounts

Separately managed accounts allow flexibility in our investment process and unrestricted access to your assets.

• Outside Custodians

It is crucial to know where your investments are deposited or held in custody when utilizing an investment advisor. The use of an outside custodian gives you assurance in knowing your assets are being held with a national name that will report to you on a monthly basis in addition to Matterhorn quarterly reports.