Matthew Pixa
Matthew Pixa
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Matthew Pixa
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ABOUT
Matthew V. Pixa is the President and founder of My Portfolio Guide, LLC. My Portfolio Guide is an independent, fee-only (non-commission) Registered Investment Advisory firm based in the state of California. My Portfolio Guide offers customized investment guidance focused on the needs of individuals from all stages and walks of life.
Matt’s curiosity and passion for investing began during the stock market crash of 1987. Being a new investor without any guidance and coupled with the dramatic events of that period, an interest and passion for becoming a student of the markets was born.
Matt later studied Economics and earned a Bachelor’s degree while also competing as a student-athlete for California State ...More University Long Beach. After advancing his career for 12 years he decided to return to business school and further his education by earning an MBA from the W.P. Carey School of Business at Arizona State University.
Matt was trained and worked as an investment advisor for several of the largest and most widely respected brokerages on Wall Street as well as one of the most eminent private wealth management firms in the nation. Early on in his financial career, he learned that most “advisors” are actually not trained to give unbiased investment advice. Many simply get licensed and then are employed as salespeople to pitch products or build a book of business that is only scalable by outsourcing the relationship to others. It becomes a numbers game and what typically gets left behind is the best interest of the client.
Matt lives in Seal Beach, CA with his wife Cecilia, daughter Isabel, and son Lance. He enjoys coaching youth sports for his children’s teams and also competes in Ironman triathlons as a way to stay fit, disciplined, and blow off any left over energy…
Matt’s curiosity and passion for investing began during the stock market crash of 1987. Being a new investor without any guidance and coupled with the dramatic events of that period, an interest and passion for becoming a student of the markets was born.
Matt later studied Economics and earned a Bachelor’s degree while also competing as a student-athlete for California State ...More University Long Beach. After advancing his career for 12 years he decided to return to business school and further his education by earning an MBA from the W.P. Carey School of Business at Arizona State University.
Matt was trained and worked as an investment advisor for several of the largest and most widely respected brokerages on Wall Street as well as one of the most eminent private wealth management firms in the nation. Early on in his financial career, he learned that most “advisors” are actually not trained to give unbiased investment advice. Many simply get licensed and then are employed as salespeople to pitch products or build a book of business that is only scalable by outsourcing the relationship to others. It becomes a numbers game and what typically gets left behind is the best interest of the client.
Matt lives in Seal Beach, CA with his wife Cecilia, daughter Isabel, and son Lance. He enjoys coaching youth sports for his children’s teams and also competes in Ironman triathlons as a way to stay fit, disciplined, and blow off any left over energy…
SNAPSHOT
- Description: Registered investment advisor. Trading frequency: Not Trading
- Interests: Bonds, Dividend stock ideas & income, ETFs, Mutual funds, Retirement savings, Stocks - long, Stocks - short
COMPANY
My Portfolio Guide, LLC Every company offering a service or product should differentiate itself from the competition…but how many truly do?
As mentioned on our Welcome page, My Portfolio Guide promises to improve your current portfolio and how it’s being managed.
Any prudent consumer should shop around and we actually encourage you ...More
to do so.
What you’ll find is that no other financial services firm can beat the combination of our ethics, portfolio discipline, and fee structure. If you find one, tell us!
Along with this promise to you, here is what sets us apart:
NO HIDDEN COMMISSIONS OR FEES (FEE-ONLY COMPENSATION)
A FIDUCIARY OBILIGATION PUTTING THE CLIENTS INTERESTS FIRST (ask your current advisor to provide this in writing…we will)
INDEPENDENCE FROM ANY WALL STREET FIRM, INSURANCE, OR INVESTMENT COMPANY
FULL DISCLOSURE ENSURING ZERO CONFLICT OF INTEREST
LOWEST FEE SCHEDULE FOR CUSTOMIZED INVESTMENT GUIDANCE
ONE POINT OF CONTACT YET SUPPORTED BY A WORLD CLASSS INSTITUTIONAL SERVICE TEAM
ACCESS AND DELIVERY OF UNBIASED RESEARCH COUPLED WITH A CUTTING EDGE TECHNOLOGY PLATFORM
A WRITTEN AND PERSONALIZED INVESTMENT POLICY STATEMENT FOR EACH CLIENT
PERSONALIZED PORTFOLIO MODELS ENGINEERED AROUND YOUR RISK TOLERANCE AND GOALS
INVESTMENT AND RISK MANAGEMENT DECISIONS DRIVEN BY STRATEGIC AND TACTICAL ASSET ALLOCATION
CUSTOMIZED INVESTMENT GUIDANCE ; NO PASSIVE “BUY AND FORGET” OR BOILERPLATE SOLUTIONS
PERIODIC INVESTOR EDUCATION SERIES FOR EXTENDED FAMILY, FRIENDS, AND COLLEAGUES
ULTRA RESPONSIVE, SEAMLESS, ONE-STOP WORLD CLASS SERVICE
So….Why My Portfolio Guide? Ask yourself if your situation addresses all of the above?
If not, we invite you to take advantage of a free review and analysis of your portfolio. If you’re managing your own investments, we also invite you see how much value and portfolio discipline can be improved with our unique approach.
BLOG
My Portfolio Guide's Blog
My Portfolio Guide's Blog aims to inform, update, educate, and humor clients as well as those wanting to get to know more about me and how I approach investment management.
Book
Currently, there are no book details for Matthew Pixa.
LATEST STOCKTALK
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It's hard to sell on record market days...but that's what we're doing with some $VB @ $92.13 and more $!VV @ $162.34. S&P closes +16 @ 1,614
May 3, 2013
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