Our Services

At MAXIMAI, we become the main point of contact for our clients…

Wealth Structure

  • We work directly with asset structure specialists to offer personalized solutions that meet the objectives of our clients.

Asset Consolidation

  • We offer the consolidation of portfolios from different institutions using Addepar, an innovative technology system
  • We negotiate the terms of costs and fees for the benefit of our clients.
  • Routine comparison of the returns obtained from every institution.

Investment Strategy

  • Using an ample variety of investment products, we manage portfolios under an open architecture model.
  • Active and continuous selection process of administrators and managers. Execution and supervision of each investment strategy.
  • Quarterly Investment Committee with external members.
  • Alliances with strategic partners like Callan and Dynasty Financial Partners to complement our services.
    • Callan: “Research” platform
    • Dynasty Financial Partners: Leader of integrated platforms for independent advisers within private banking.

Administrative Management

  • We take charge of the entire operating process of our clients’ accounts in their various custodial institutions.
  • As part of our commitment to the client, we make sure to work closely with each and every service provider, always having our client’s best interest at hand.

Family Planning

  • We offer educational seminars for the next generation and a system of family protocol as part of our services.