Matthew Pixa
My Portfolio Guide

Tel: 562-799-5595

3020 Old Ranch Parkway
Suite 300
Seal Beach, CA 90740

Unwavering Ethics, Superior Discipline, & Unsurpassed Value

About My Portfolio Guide

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:

Number of Years with Current Firm:

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:

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:

Board Positions

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

Education

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
-

Faqs

Do you have a customer satisfaction or refund policy? We guarantee to match or beat your current advisor's fees by 25% or more!
What are your qualifications? What is your education background? 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 is your approach to financial planning? 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
What services do you offer? Investment Management, Retirement Planning, Comprehensive Financial Planning, and Investor Education
How many clients do you currently manage? 200

FAQs

Do you have a customer satisfaction or refund policy? We guarantee to match or beat your current advisor's fees by 25% or more!
What are your qualifications? What is your education background? 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 is your approach to financial planning? 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
What services do you offer? Investment Management, Retirement Planning, Comprehensive Financial Planning, and Investor Education
How many clients do you currently manage? 200
Will you be the only person working with me? 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!
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? We offer both discretionary and non-discretionary management. Most of our clients are under discretionary management such that we monitor and manage the account on their behalf. We do offer non-discretionary management for those clients who wish to have approval on every portfolio move.
Do you offer any guaranteed results? By law nobody in the financial services industry is allowed to "guarantee results" but what I can fully assure you is that "apples to apples" you will not find a single advisor that has a better combination of ethics, portfolio management & expertise, and all at the lowest cost in the business. Period.
How much risk should I be willing to take? Each person and investor is of course different. One of the first and most critical things we will ascertain is exactly how much risk you should take. In general, it's our finding that most people are far more aggressive than they need to be and we truly figure out how your portfolio should be lined up to meet your goals.
Have you ever been charged with any breaches? No.
What services do you provide? What are your specialties? My Portfolio Guide provides a number of services but our key expertise is in Portfolio/Investment Management. We also offer comprehensive financial planning for all clients who need it as part of our service. We also address and offer retirement planning and college planning.
What is your experience? How many clients do you currently manage? 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 through UCLA's Personal Financial Planning program.
What financial institution(s) do you represent? Im proud to be completely independent from any financial institution. Unlike most advisors I dont use any investments that pay me a commission. I also purposely do not sell insurance as I believe it can create a conflict of interest. I am Registered Investment Advisor and therefore have a fiduciary duty to do what's right and only in the best interest of my client.
How do you charge 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.
Why should I choose you as my financial advisor? Investors will not find a better firm that offers the investment choices, level of expertise, ethical platform, no conflict of interest advice, top shelf customized service, all at the lowest fee structure in the entire industry ...as they will at My Portfolio Guide.
What are your qualifications? 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 through UCLA's Personal Financial Planning program.
What is your approach to 401 K plan rollovers? My main approach is to make the entire process as seamless and pain free for the client as possible. I want them to worry about other things than what we are experts in. "Let the barber cut the hair"
How long does the process of rolling over a 401K plan usually take? It depends on the company we are dealing with. Rollovers can literally be completed in as little as 3-5 days or in some cases it can take a few weeks. Either way...the most critical thing I help with is making it seamless for the client.
What financial institutions do you represent? I can work with anyone but Im proud to be completely independent from any financial institution. Unlike most advisors I dont use any investments that pay me a commission. I also purposely do not sell insurance as I believe it can create a conflict of interest. I am Registered Investment Advisor and therefore have a fiduciary duty to do what's right and only in the best interest of my client.
How many years of experience do you have? I have 24 years of experience.
What are your fees for this service? The fees we charge are based on the assets we professionally manage for the client. Fees are as follows: $0 - $1,000,000 0.90% $1,000,000 - $2,000,000 0.80% $2,000,000 - $3,000,000 0.70% $3,000,000 - $5,000,000 0.50% Above $5,000,000 0.40%
How many 401K rollover clients do you currently manage? Throughout my career I have literally rolled over thousands of 401ks. Under my current platform I actively manage about 45 customized IRA rollovers.
Why should I roll over my 401K plan to your firm? Investors will not find a better firm that offers the investment choices, level of expertise, ethical platform, no conflict of interest advice, top shelf customized service, all at the very best fee structure in the entire industry ...as they will at My Portfolio Guide.

Matthew Pixa

MBA

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.

My Team

Matt Barton Vice President - Pacific Northwest

Matt Barton has been involved in the investment industry since 1995. After experiencing both the outdated "full-commission" version of the business and the "discount broker" side, he realized neither was properly serving clients. The idea that the fee-only fiduciary model was the way to keep clients and advisors on the same side led him to a long tenure as an investment counselor with one of the largest private firms in the U.S. He feels that working with My Portfolio Guide ...more

Office Hours

	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

Communities Served

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

Awards & Recognitions

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.

Social Networks

Research This Advisor

www.finra.org	www.sec.gov
www.sipc.org	www.aicpa.org

Matthew Pixa My Portfolio Guide

Unwavering Ethics, Superior Discipline, & Unsurpassed Value

About My Portfolio Guide

General Information

Services

Qualifications & Memberships

Firm Information

Compliance

Compensation and Fees

Board Positions

Education

Faqs

FAQs

Matthew Pixa

MBA

My Team

Office Hours

Communities Served

Awards & Recognitions

Social Networks

Research This Advisor

Matthew Pixa
My Portfolio Guide