Maxim Financial Advisors
Managed accounts for individuals using institutional-type investment strategies
Maxim Financial Advisors is the registered Investment Advisory affiliate of Maxim Group. Investment Advisory Representatives (IARs) associated with Maxim Financial Advisors develop portfolio strategies using managed-type accounts that are traditionally available to only institutional clients. IARs have access to some of the best research available on both the fixed income and equity side. Portfolios can be geared towards growth, income, preservation of capital, or many other types of financial objectives. Accounts are tailored specifically to each client, based on minimums and investment solutions for specific portfolio strategies, and are managed in-house or through third-party managers.
Separate Account Programs
Separate accounts are custom designed portfolios that are designed to meet specific needs and goals. These are accounts which offer true transparency, tax efficiency, and other benefits not normally found in many "cookie-cutter" approaches. Maxim Financial Advisors has teamed up with some of the best providers in the industry for these highly specialized accounts. By working with an IAR, clients of Maxim Financial Advisors have access to institutional type money managers with substantially lower investment minimums.
There are risks inherent in all investments. Maxim Financial Advisors Managed Accounts, Curian Capital Portfolios, and GFAM portfolios can and do fluctuate with market conditions and carry various degrees of risk including loss of investment principal, market, economic, and political risk. Downside protection offered through GFAM is not a guarantee against losses. Read all disclosure material thoroughly to determine which program is suitable for you. No guarantees can be made that any specific goal will be met.