Strategic Relationships

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

Fidelity Logoinsigeo-logoDynasty Logo

morningstaraddepar

Philanthropic Partners