About Tenet
Tenet Portfolio Management was founded with the conviction that every client, regardless of portfolio size or stage of development, deserves an advisor's full attention and the level of care worthy of their goals.
Tenet is not affiliated with any bank, broker dealer, or other financial institution. Our recommendations are never shaped by institutional relationships or distribution arrangements.
Our sole source of compensation is the advisory fee paid directly by our clients rather than third-party commissions or referral fees.
We are obligated to act in each client's best interest at all times.
Matthew Lutz, CFA®, CFP®
Founder & Managing Director
Matt conceived Tenet as a vehicle for investors to enhance outcomes through improved governance processes and investment oversight. Having led a single family office and worked both on and with investment committees, he has experienced firsthand the gap between intended outcomes and actual results. Through Tenet, Matt assists Individuals and Families, Emerging Endowments & Foundations, and Single Family Offices through process development, knowledge building and ongoing oversight. With a 20+ year career spanning corporate finance, family office leadership, and nonprofit management, Matt seeks to bring his passion for helping individual investors and organizations think critically about their goals and develop the capabilities to achieve them.
Matt earned an MBA from Columbia Business School. He is a CFA® Charterholder and CFP® professional.