Corey Matson Email & Phone Number

I’m Corey Matson, Internal Consultant at First Trust Portfolios. My business partner, Dan DeMerchant, and I represent Structured Investments in Upstate, Central, & Western New York and Western & Central Pennsylvania. Our mission is to help financial advisors achieve success by better serving their clients and growing their business through delivering: • Innovative, high quality, cost-effective investment tools• Expert research and commentary • Practice management resources and training • Social media coaching and guidance We serve a select group of advisors that take a model driven approach to asset management and are relentlessly looking for ways to reduce risk and increase return for their clients. We work with advisors who want to reduce the tax burden on their clients and generate alpha.We come as resources for those advisors we partner with: • Rigorous model portfolio evaluation. To help you reduce portfolio risk and increase return, our Portfolio Analytics Team, will produce Institutional Gap & Overlap reports. This report allows our partners to consistently evaluate their goal of achieving risk adjusted returns for their clients. • Relentless pursuit of growing their practice. To help our partners successfully grow their business, we draw on the depth of our Practice Management team, Social Media team, and 100+ wholesaling force to share best practices of top advisors & teams and deliver actionable steps.• Discipline to host ongoing events to inform and educate investors and Centers of Influence. We’re committed to helping our partners strengthen and cultivate relationships through events ranging in content from investment education to market & economic commentary, to timely social media and tablet training.We will help you grow your business as we have done for the select partners we work with. Contact me at (630) 517-7592 or cmatson@ftportfolios.com. I look forward to learning how we can invest our time and resources in your business.

Listed skills include Mortgage Lending, Va Loans, Refinance, Fha, and 12 others.