Duncan, Matthew William

Duncan, Matthew William is a newly formed, sole proprietorship registered investment advisor based in Winston-Salem, North Carolina, owned and operated by Matthew Duncan. The firm specializes in providing non-discretionary investment advisory services to individual clients, including high net worth individuals and their retirement accounts. The investment approach centers on long-term strategic asset allocation, utilizing broad-based total-market mutual funds and exchange-traded funds designed to provide diversified market exposure at a low cost. For clients with a higher risk tolerance, the firm may blend growth-oriented funds with core index exposure. Matthew Duncan works closely with clients to understand their financial situation, goals, time horizon, and risk tolerance before making customized recommendations. Because the firm operates on a non-discretionary basis, clients retain full custody of their assets and make all final decisions regarding whether to accept recommendations and execute trades. The firm does not manage funds, hold client assets, offer financial planning, tax, legal, or estate planning services, or accept compensation from third-party product sponsors, ensuring that its asset-based advisory fee is its sole source of revenue.