Lauren Hebel

Employer firm

Matter Family Office CRD 106806

$3.81B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Selection of other advisers
• Educational seminars
• CREATE & ADMINISTER LLC'S TO POOL CLIENT FUNDS TO INVEST IN SEPARATELY MANAGED INVESTMENT VEHICLES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2013 → Present
  Matter Family Office
  Clayton, MO
• 01/2013 → Present
  Friedery Family Foundation
  Boulder, CO

Other Businesses

I server as a Director and Treasurer for the Friedery Family Foundation. I devote 5-10 hours per quarter. My responsibilities as listed in our organizing articles include: Maintain foundation records, including organizational documents, tax returns and correspondence, records of disbursements, periodic financial reports, etc. Write checks for distributions, expenses, tax payments, etc., as directed by authorized foundation officers. Review, with foundation's financial advisors, the investment portfolio of the foundation and, as appropriate, make recommendations for investment allocations to achieve the return targets of the foundation. Prepare a quarterly report, for the foundation board, of the activities of the foundation in the applicable period.

Designations

• Chartered Financial Analyst