Matisse Funds
Diversify your portfolio with our discounted closed-end fund strategies designed for income and alpha.
Advisory Services
Custom investment advisory and consulting solutions for employers, nonprofits, and qualified private investors.
Why Matisse
Our advisors and portfolio managers draw on decades of experience to bring our clients the best of both financial advisory and income investing solutions.
As Seen In
News & Updates
MDCEX Wins at 2024 LSEG Lipper Fund Awards
We are honored to announce that the Matisse Discounted Closed-End Fund Strategy (MDCEX) was a winner at LSEG Lipper Fund Awards United States 2024 in recognition of consistently strong risk-adjusted performance relative to its peers. Our ...
Matisse Funds Now Available on Fidelity’s iNTF Platform 3-1-24
iNTF = Institutional No Transaction Fee We are excited to share that our funds are now available for purchase WITHOUT TRANSACTION FEES on Fidelity's iNTF platform effective March 1st, 2024. This transition has been made for ...
Eric Boughton, CFA Featured on the Money Life Show 2-28-24
Our Portfolio Manager & Chief Analyst, Eric Boughton, CFA was featured on the Money Life with Chuck Jaffe podcast to discuss our investment philosophy on closed-end funds, the current state of the closed-end fund market, and ...