Mattern Capital Management
Overview
Mattern Capital Management is an independent, fee-only registered investment advisory firm based in Lakewood, Colorado. The firm provides comprehensive wealth management services, including investment management, financial planning, and consulting, primarily serving affluent individuals and families. Established in 2019, Mattern Capital Management emphasizes a fiduciary standard of care, ensuring that clients' interests are prioritized in all financial decisions. The firm's investment approach is diversified across various asset classes, focusing on fixed income portfolios. Mattern Capital Management employs a consultative strategy, taking the time to understand each client's unique financial situation and goals. This personalized approach allows the firm to develop customized investment strategies that align with clients' objectives and risk tolerance. With a commitment to transparency and client education, Mattern Capital Management integrates advanced technology to provide clients with clear insights into their investment performance. The firm's dedication to fiduciary responsibility and client-centric services has earned it recognition in the financial advisory industry, including a ranking on Forbes' Top RIA Firms in 2025.
Investment Focus
- Accredited investor status required
- Alignment with firm's investment philosophy and strategies
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Frequently asked questions about Mattern Capital Management
What sectors does Mattern Capital Management invest in?
Mattern Capital Management invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in Lakewood, United States. Mattern Capital Management is listed as a private investment firm in the ConnectSafely investor database.
What stage does Mattern Capital Management invest at?
Mattern Capital Management backs companies at Growth, Late Stage and Pre-IPO, writing cheques of 1M - 50M.
Which regions does Mattern Capital Management invest in?
Mattern Capital Management invests across United States.
Who are the partners at Mattern Capital Management?
Team members listed for Mattern Capital Management include Perry Mattern (Principal/Founder) and Caryn Egbert (Chief Compliance Officer).
How do I contact Mattern Capital Management?
Mattern Capital Management's contact details — including LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database