A complete list of active advisors currently associated with Maggi Investment Services, LLC

Warmer can help you find a great advisor at Maggi Investment Services, LLC or one who fits your needs even better.

Maggi Investment Services, LLC provides personalized financial planning, asset management, and referrals to third‑party money managers for individual and high‑net‑worth clients. The firm offers both discretionary and non‑discretionary portfolio management, as well as hourly and fixed‑fee financial planning and annual review services, and reports that the majority of client assets are placed with third‑party managers. The firm documents client objectives in an investment policy or risk‑tolerance statement and employs fundamental, technical, and cyclical analysis when constructing portfolios; accounts are reviewed at least quarterly and may be managed directly or via model portfolios. Maggi Investment Services also operates a co‑advisor relationship with a third‑party portfolio manager under which the firm selects appropriate models and retains ongoing discretion while sharing oversight and fee arrangements with the manager. Noteworthy distinctions include an affiliated tax and insurance business—through which the firm’s principals act as insurance agents and tax preparers—that the brochure discloses as a potential conflict of interest. The firm also discloses a formal referral and fee‑sharing relationship with a specific third‑party manager, including an incentive participation program and ownership links in the manager’s ownership structure, which influence how some client assets are placed.

To learn more about the advisors currently working at Maggi Investment Services, 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.

You can also browse Maggi Investment Services, LLC's office locations.