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MAXIMAI Investment Partners is proud to have been named as one of the top 11 Independent Advisor firms in Coral Gables and greater Miami by AdvisoryHQ for the second year in a row! We are grateful to our clients and partners both in the US and abroad for contributing to our success. Our clients are […]
FINDING THE BEST FINANCIAL ADVISOR IN MIAMI FOR YOU Partnering with the right financial planner can split the difference between a healthy financial future and an uncertain one. A number of factors ought to be considered when choosing which wealth management firm is the best fit for you. Click here to read about how MAXIMAI Investment […]
By Michelle Abrego 18 Apr, 2018 at 13:21 New York-based Dynasty Financial Partners has appointed Jason Pinkham, director of relationship management and transition services, to oversee its international business within its network of advisory firms. Pinkham, one of the founding members of Dynasty, took on the responsibilities on April 1. He steps in after […]
By Citywire Americas team 21 Dec, 2017 Alejandro Behrens, Maximai Investment Partners Miami, Florida, USA What has been the best manager meeting this year? Harding Loevner, great manager for international equities. What was the best market moments of this year? Every time the market hit a new record What are your market expectations for 2018? For 2018, […]
Learning initiatives can encourage younger generations to understand basic investing concepts and build adviser-client relationships The Wall Street Journal — View Original Article March 9, 2017 9:30 a.m. ET Elizabeth van Walleghem is chief executive and founder of Maximai Investment Partners in Coral Gables, Fla. Voices is an occasional feature of edited excerpts in which […]
Business Wire — View Original Article February 14, 2017 NEW YORK — (BUSINESS WIRE) — Dynasty Financial Partners is proud to announce that the firm has won the 2017 Private Asset Management Magazine Award for: Best Investment Platform: Client Service. Dynasty Financial Partners is an RIA integrated middle and back office platform for some of the […]
By Murray Coleman Financial Advisor IQ — View Original Article October 11, 2016 After 24 years at Merrill Lynch, advisor Elizabeth van Walleghem left last month to help open MAXIMAI Investment Partners. The independent RIA is based in Coral Gables, Fla. Joining her at the new firm is her longtime partner, Thomas (Jim) Butler and three […]
Ex-Merrill adviser team launches international-focused boutique By VERONICA DAGHER The Wall Street Journal — View original article Sept. 13, 2016 12:37 p.m. ET Two Merrill Lynch brokers who managed $550 million in client assets have resigned to launch a boutique advisory focused on international clients, joining a number of small adviser groups to leave big firms […]
By Atholl Simpson City Wire Americas — View original article 13 Sep, 2016 at 12:48 Five Merrill Lynch global advisors have left the US giant to launch their own Florida-based investment advisory firm in partnership with wealth management support service provider Dynasty Financial Partners. The new venture, named MAXIMAI Investment Partners, is led by industry veterans Elizabeth […]
Sep 13, 2016, 12:39pm EDT Nina Lincoff, Reporter South Florida Business Journal — View Original Article Continuing the trend of financial advisors leaving big firms to make it on their own, former Merrill Lynch team member Elizabeth van Walleghem and Thomas J. Butler, III have launched the new MAXIMAI Investments Partners. MAXIMAI is based in […]