About Digital
Digital Partners Matrix opened its doors in 2011 with a simple premise: a firm should make money the same way its clients do — by their Partners Matrix growing, not by what it's sold to them.
Our Origin
Digital began as a two-room office above a bookshop, founded by three advisors who had spent the prior decade at commission-driven wirehouses. They wanted to build a firm where the incentive structure and the client's interest pointed the same direction — always.
Fifteen years later, that founding discipline is still the whole business model: transparent fees, open-architecture investing, and advisors who are compensated for outcomes, not product placement.
Timeline
Digital opens in Chicago with three advisors and forty client households carried over from prior firms.
The firm registers as an investment adviser and formally adopts a fee-only, fiduciary-only operating charter.
Self-directed brokerage accounts open to clients who want to trade alongside their managed portfolios.
A dedicated retirement-income and estate-coordination team forms to serve households approaching decumulation.
A team of advisors, analysts, and operations staff serving client households across the country from three offices.
What We Believe
Every recommendation is legally and practically bound to your interest, not ours. No proprietary funds, no hidden revenue share.
One schedule, published on our pricing page, applied the same way to every client at a given tier.
We favor diversified, evidence-based portfolio construction over trend-chasing. Compounding rewards patience, not excitement.
Every client has a named advisor and a direct line — not a rotating call-center queue.
Leadership
Fictional profiles shown for design purposes.
Managing Partner
Oversees firm strategy and the investment committee. Nineteen years advising private clients and institutions.
Chief Investment Officer
Sets asset allocation policy and leads manager research across all model portfolios.
Head of Wealth Advisory
Leads the planning team behind retirement income, tax, and estate coordination work.
Head of Brokerage Operations
Runs trade execution, custody relationships, and platform reliability for self-directed accounts.