Matthew V. Pixa is the President and founder of My Portfolio Guide, LLC. Matt Pixa grew up in the San Francisco Bay Area and at a very young age learned from a World War II Veteran father who grew up in the Great Depression that money and resources are to be managed prudently. Matt's curiosity and passion for investing was further sparked 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 studied Economics and earned a Bachelor's degree while also competing as a student-athlete for California State University Long Beach. After advancing his career for 12 years he decided to return to graduate school and further his business and finance education by earning an MBA from the W.P. Carey School of Business at Arizona State University.
Matt Pixa lives in Seal Beach, CA with his wife Cecilia, daughter Isabel, and son Lance. As a family the Pixas are involved in several Orange County charities, through their church at Saint Joseph, and with several non-profits such as Care for the Poor and Taller San Jose. Matt 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.
Every financial advisor should differentiate itself from the competition but how many truly
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 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 OBLIGATION 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 CLASS 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 current advisor addresses and meets ALL of the above criteria?
|Name of Custodial Firm:||TD Ameritrade Institutional|
|States Licensed in:||CA|
|Number of Years with Current Firm:||10|
|Work with the following types of clients:||Investment Clubs, Individual Investors, Non-Profit Organizations, Businesses|
|Foreign Languages Serviced:||French, Spanish|
|Investment Types:||Mutual Funds, Exchange Traded Funds (ETFs), Alternative Investments, Stocks, Bonds|
|Can meet clients in the following ways:||Phone, Our Office, Your Home, Email, Your Office|
|Firm's Number of Clients:||200|
|Firm's Number of Managed Clients:||80|
|Assets Managed by Firm:||$100,000,000|
|Advisor's Number of Clients:||200|
|Assets Managed by Advisor:||$100,000,000|
Compensation and Fees
|Minimum Portfolio Size for New Managed Accounts:||$500,000|
|Fee % Based on Assets:||0.90%|
|Minimum Fee Charged for Managed Accounts:||$0|
|Organization :||St Jude|
|Position :||Finance Committee|
|Organization :||Seal Beach Chamber of Commerce, seal Beach, CA|
|Position :||Board of Directors|
|Organization :||Beach Cities Business Group, Seal Beach, CA|
|MBA (Masters in Business Administration) - Business Administration||Arizona State University
- Tempe, AZ
|Bachelors - Economics||California State University, Long Beach
- Long Beach, CA
|Certified Financial Planner - Financial Planning||UCLA
- Los Angeles
Do you have a customer satisfaction or refund policy?
We guarantee to match or beat your current advisor's fees by 25% or more!
Why should I choose you as my financial advisor?
I have 24 years of professional experience and have worked at several of the top firms on Wall Street. I earned a Bachelor in Economics at Cal State University, Long Beach. I earned a Master of Business Administration (MBA) at Arizona State University. Lastly, I am continually advancing my skills with coursework such as the Certified Financial Planner (CFP) curriculum via New York University.
What are your qualifications? What is your education background?
First and foremost I truly use my ears before I use my mouth. The most important factor in quality financial planning is to fully understand the goals of the client. For more details on our process, please visit our website at www.myportfolioguide.com
How are you compensated? How will I pay for your services?
I am solely compensated on a fee basis. All fees are charged in arrears on a quarterly basis and are a percentage of the assets under management.
If you are going to manage my account, will you obtain my permission every time you buy or sell something?
I have a team that supports me but I am proud to be the main point person and central to the overall relationship. We also have a Pacific Northwest Division which is led and supported by Matt Barton who is based in Portland. We serve clients nationwide but offer a single point of contact so that you are not treated like a number!
WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
Registered Investment Advisor:
Investment Advisor Representative:
Compliance Disclosures in Last 5 years:
Have a clean record
Criminal Disclosures in Last 5 years:
Have a clean record
|Mon.||6:30 AM - 3:30 PM|
|Tue.||6:30 AM - 3:30 PM|
|Wed.||6:30 AM - 3:30 PM|
|Thu.||6:30 AM - 3:30 PM|
|Fri.||6:30 AM - 3:30 PM|
|Corona Del Mar||Costa Mesa|
|El Segundo||Foothill Ranch|
|Garden Grove||Huntington Beach|
|Laguna Beach||Laguna Hills|
|Long Beach||Los Angeles|
|Manhattan Beach||Mission Viejo|
|Newport Beach||Newport Coast|
|Orange||Palos Verdes Peninsula|
|Placentia||Playa Del Rey|
|Rancho Palos Verdes||Redondo Beach|
|Yorba Linda||Seal Beach / Los Alamitos|
5 Star Wealth Manager
My Portfolio Guide has been awarded and recognized as a 5 Star Wealth Manager for 9 years in a row.
CFP®, Chartered SRI Counselor, ChFC®
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