A complete list of active advisors currently associated with Maaxiom Capital LLC

Warmer can help you find a great advisor at Maaxiom Capital LLC or one who fits your needs even better.

Maaxiom Capital LLC provides discretionary asset management, financial planning, and consulting to individuals, high-net-worth clients, trusts and estates, and also serves institutional clients and qualified retirement plans. Its retirement-plan services include both ERISA 3(21) advisory and 3(38) investment-manager arrangements and explicit pension consulting support, a set of capabilities that is uncommon among independent advisors. The firm develops client-specific investment programs based on stated objectives, time horizon and risk tolerance, using fundamental and technical analysis and periodic account reviews. Portfolios may include long- and short-term positions, options and margin strategies where appropriate, and the firm requires custody and execution through a designated broker-dealer. With a relatively small asset base and limited client roster, the firm’s scale is modest compared with many peers, but it draws on institutional experience through the principal’s public-sector investment role to provide pension and plan-level advisory services. For ERISA engagements the firm documents investment policy statements, permits client-imposed restrictions, and excludes certain asset types (e.g., employer securities, non-public partnerships, participant loans) from plan management.

To learn more about the advisors currently working at Maaxiom Capital LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Parth Bhatt	Fullerton, CA	4

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