Registered investment advisory firm Matson Money, which moved to Scottsdale two years ago, is putting a touch of the tourism industry to its presence here. “When determining where to open our new facility, we were looking for a location that offered the best of climate, entertainment, and amenities for our visiting guests,” says Michelle Matson, author of Rich Chick and vice president of marketing at Matson Money. “Our goal was to create an ‘investing destination’ for financial advisers, clients and guests where we could share the amazing power of capitalism, free markets and structured investing that would encourage people to stay and enjoy all the exciting features the location has to offer.” Its own office expands on that attitude, with two pieces of the Berlin Wall — which symbolize capitalism — and a Free Market Museum for investors to visit.
That investing destination was realized a few months ago when the company held a grand opening of its 50,000-square-foot “Matson Money West.” Attracting advisors to visit the new headquarters is expected to help spur local economic activity. “Hundreds of advisers and investors from all over the country visit our Scottsdale office each year, and our guests have really enjoyed all of the wonderful options that Phoenix and Scottsdale have to offer,” Matson notes.
“We are excited to be a part of the growing financial community here in greater Phoenix and look forward to bringing a fresh perspective to financial services,” says Matson, who was part of the contingent that included 20 employees and their families who moved with the company from Mason, Ohio.
Sharing, “The community has been very welcoming to us and we are thrilled to be a part of it,” Matson describes the company’s experience with local businesses — from construction and maintenance companies to caterers, florists, hotels and restaurants — as “fantastic.”
Matson Money manages more than $6.6 billion for investors nationwide. It has hired 10 new local employees since relocating here, and reports that it plans to aggressively add to its headcount over the next few years.