Mattern Capital Management, LLC

Mattern Capital Management, LLC is a registered investment adviser based in Lakewood, CO, established in 2019 by Perry Mattern. The firm specializes in investment and wealth management, financial planning, and consulting services. As of December 31, 2024, the firm had $998,867,587 in discretionary regulatory assets under management. Mattern Capital offers tailored wealth management services based on clients' financial goals and risk profiles, managing portfolios on a discretionary basis. The firm utilizes a variety of investment strategies, including active and passive strategies, to allocate client assets among individual equity and debt securities, ETFs, and institutional mutual funds. Clients may engage Mattern Capital to manage assets held in various investment products, such as variable life insurance and annuity contracts. The firm charges an annual advisory management fee based on a tiered fee schedule, starting at 1.25% for the first $2 million in assets under management. Mattern Capital does not charge performance-based fees and acts as a fiduciary, putting clients' interests first. Clients may have investment discretion, and the firm provides financial planning and consulting services for additional fees. Mattern Capital does not participate in soft-dollar relationships and does not pay referral fees. The firm relies on qualified custodians to maintain client assets and may vote proxies on behalf of clients. Mattern Capital has no disciplinary information and maintains a strong financial condition.