Matthew Fuller’s career has spanned more than 30 years in the Investment industry. Over that time, Matthew has skillfully managed his clients’ investments through some of the most challenging times in history - Gulf Wars, Y2K, The Internet Bubble, The Financial Crisis of 2008-2009, and lastly, the Pandemic.

As a Discretionary manager for his clients, Matthew attributes a great deal of his success to learning that Risk Management comes first in his process. There’s an old Wall Street saying, “Don’t confuse brains with a Bull Market”. Everyone makes money during strong Bull Markets, it’s really more about what you keep during the Bear Markets. If the S&P was down 20 +% and the Nasdaq was down 33% like they were in 2022… what was your performance in that year? Was your portfolio down as much as the markets were? Or were your investments down much less than the averages?

Matthew attributes his skill finding his way to the methodology of Nasdaq Dorsey Wright and their Relative Strength and Risk Management philosophy. He is fortunate to call Tom Dorsey a friend and mentor for over 30 years. By focusing on managing risk, Matthew’s goal is to provide an outsized return relative to the amount of Equity exposure in his clients’ portfolio – an approach that his High Net Worth and Ultra High Net Worth clients appreciate.