As an advisor and fiduciary, our firm is uncompromising in its commitment to put our clients’ interests first. We are dedicated to educating clients and their family members so that they are kept abreast of market trends that impact their financial decision-making. Our clients can be confident that we act with prudence and integrity in all we do to ensure preservation of capital along with personal peace of mind.
At MAXIMAI Investment Partners, we create a comfortable environment in which clients feel at ease. We take pride in offering a boutique experience with high-touch service. Our main goal is to bring peace of mind to every client and family member.
Our process begins with understanding each client’s profile in order to create his or her individual investment policy statement.
Using the investment policy statement, we create customized portfolios designed to meet the client’s precise objectives.
When appropriate, we employ investment ideas such as hedge funds and private equity that are outside the traditional asset classes. We monitor and adjust the investment strategy, as warranted, and conduct regular performance and goal reviews with clients.
Independence offers clients more product and service alternatives, competitive pricing and an enhanced ability to capitalize on market trends. We are not limited to the offerings of a single institution, thus bringing clients expanded reach and opportunities.
