Expansive Capabilities and Opportunities

Rather than being tied to the products of one institution, MAXIMAI Investment Partners provides unlimited access to the global markets because we operate through an open-architecture platform. This provides our clients with:

  • Wealth Management with unencumbered access to global markets and resources
  • Independent custody of client assets at industry-leading financial institutions
  • Domestic and International Estate and Trust Planning
  • Family Office Services, including account aggregation and bill paying
  • Access to multiple sources of credit, equity and banking solutions for businesses, including aircraft and yacht financing as well as investment banking services
  • Assistance and advice in the development of new business ventures
  • Selection and coordination of experts in areas such as tax, accounting, law, real estate, insurance and banking

What does it mean to be a Registered Investment Advisor?

A Registered Investment Advisor (RIA) is an advisor or firm that is in the business of offering financial advice about investments to clients and is registered with either the Securities and Exchange Commission (SEC)* or state securities authorities. For instance, individuals or firms that receive compensation for giving advice on investing in stocks, bonds, mutual funds or exchange-traded funds are investment advisors. Some investment advisors manage portfolios of securities. RIAs have a fiduciary duty to their clients, which means they have a fundamental obligation to provide suitable investment advice and always act in their clients’ best interests.

* Registration of an investment advisor with the SEC does not constitute an endorsement of the firm or indicate that the advisor has attained a particular level of skill or ability.

Strategic Partners

We have formed strategic partnerships with a number of firms that specialize in serving independent RIAs like MAXIMAI.

Fidelity Institutional Wealth Services

fidelity-logoAs a subsidiary of Fidelity Inc., Fidelity Institutional Wealth Services assures that client assets are fully safeguarded and secure. Fidelity is a family-managed, privately held company with assets under administration of $5.2 trillion (as of March 31, 2016).

Pershing

Insigneo Securities, LLC, as the introducing broker-dealer, provides MAXIMAI Investment Partners (“MAXIMAI”) with access to Pershing LLC, a subsidiary of the Bank of New York Mellon. State-of-the-art technology and innovative products make Pershing a trusted custodian for your assets. Pershing’s parent, BNY Mellon, is the oldest continuously operating financial organization in the U.S., and the largest custodian in the world.

Insigneo Securities, LLC

insigeo-logoFor the past 20 years, Insigneo Securities, LLC has built its business through a philosophy of service, safety and empowerment. The firm’s strategy is to support its network of financial advisors in devising customized investment strategies for their clients by empowering them with a state-of-the-art trading platform, the strongest and most reliable custodial services in the business and a full-service, client-oriented back-office support team. Headquartered in Miami, Insigneo Securities, LLC provides investors with access to global capital markets through a full array of world-class products, services and support, integrated into a seamless platform that rivals that of any major financial institution.

Dynasty Financial Partners

dynasty-logoDynasty Financial Partners is one of the premier integrated platform providers for the wealth management industry’s top independent advisors. Dynasty ensures access to the world’s capital markets, sophisticated products and services, streamlined reporting and analytical services.

Callan Associates

callan-logoServing independent investment advisors since 1991, Callan Associates provides research, education, decision support and advice. Managing upwards of $2 trillion, Callan’s expertise enhances our ability to offer clients the most thoughtful and intelligent counsel.

Addepar

adepar-logoAddepar is a wealth management platform that provides investment professionals with the tools required to manage complex global portfolios.  At Addepar’s core is a data aggregation framework that directly integrates with both internal systems and external institutions. The platform supports robust analysis and reporting with a focus on flexibility, accuracy and security. An integrated set of firm management tools prevents errors and drives efficiency by automating manual workflows. With offices in Silicon Valley, New York and Chicago, Addepar works with more than 100 single and multi-family offices, wealth advisors, large financial institutions, endowments and foundations representing more than $300 billion in assets under management.

Morningstar

morningstar-logoFounded in 1984, Morningstar, Inc. is a leading provider of independent investment research, providing data on an expansive range of investment offerings. MAXIMAI Investment Partners has access to Morningstar’s deep research capabilities and robust analytics.