Every financial advisor 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 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?
General Information |
Name of Custodial Firm: | TD Ameritrade Institutional |
States Licensed in: | CA |
Number of Years with Current Firm: | 10 |
I work with the following types of clients: | Investment Clubs, Individual Investors, Businesses, Non-Profit Organizations |
Foreign Languages Serviced: | Conversational French and Spanish |
Services |
Investment Types: | Alternative Investments, Exchange Traded Funds (ETFs), Bonds, Mutual Funds, Stocks |
I can meet clients in the following ways: | At your office, Via Phone, Via Email, At your home, At my office |
Qualifications & Memberships |
Firm Information |
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 |
Compliance |
Registered Investment Advisor: | Yes |
Investment Advisor Representative: | Yes |
I am an acknowledged fiduciary: | Yes |
Compliance Disclosures in Last 5 years: | I have a clean record |
Criminal Disclosures in Last 5 years: | I have a clean record |
Compensation and Fees |
Fee Structure: | Fee Only |
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 |
Position : | Founder |
MBA (Masters in Business Administration) - Business Administration |
Arizona State University - Tempe, AZ
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Bachelors - Economics |
California State University, Long Beach - Long Beach, CA
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Certified Financial Planner - Financial Planning |
UCLA - Los Angeles
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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.
Matt Barton
Vice President - Pacific Northwest
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Mon. | 6:30 AM - 3:30 PM |
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Tue. | 6:30 AM - 3:30 PM |
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Wed. | 6:30 AM - 3:30 PM |
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Thu. | 6:30 AM - 3:30 PM |
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Fri. | 6:30 AM - 3:30 PM |
Alhambra | Aliso Viejo |
Anaheim | Brea |
Buena Park | Cerritos |
Corona Del Mar | Costa Mesa |
Culver City | Cypress |
El Segundo | Foothill Ranch |
Fountain Valley | Fullerton |
Garden Grove | Huntington Beach |
Irvine | La Palma |
Laguna Beach | Laguna Hills |
Lake Forest | Lakewood |
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 |
Torrance | Walnut |
Westminster | Whittier |
Yorba Linda | Seal Beach / Los Alamitos |
5 Star Wealth Manager
(01/01/2019)
My Portfolio Guide has been awarded and recognized as a 5 Star Wealth Manager for 9 years in a row.