A complete list of active advisors currently associated with Maguire Asset Management, LLC

Warmer can help you find a great advisor at Maguire Asset Management, LLC or one who fits your needs even better.

Maguire Asset Management, LLC provides portfolio management and pension consulting to individuals (including both non‑high‑net‑worth and high‑net‑worth clients) as well as pension, profit‑sharing and 401(k) plans. The firm manages roughly $42 million across about 52 client relationships and offers both discretionary and non‑discretionary account supervision. The firm's investment process combines fundamental, technical, quantitative and qualitative analysis with an asset‑allocation focus and routine quarterly reviews and annual rebalancing. It employs a broad set of strategies — long‑ and short‑term trading, options (covered calls and spreads), short sales and margin transactions — and specifically authorizes borrowing within separately managed account arrangements, a practice that is uncommon for similarly sized independent advisers. Noteworthy aspects include a formal pension consulting program that prepares investment policy statements, helps select and monitor plan investment vehicles, and provides ERISA‑compliant participant education and workshops for self‑directed plans. The firm also leaves proxy voting to clients and plan sponsors rather than voting securities on clients’ behalf.

To learn more about the advisors currently working at Maguire Asset Management, 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.