A complete list of active advisors currently associated with Maguire Investments LLC
Warmer can help you find a great advisor at Maguire Investments LLC or one who fits your needs even better.
Maguire Investments provides continuous discretionary and non‑discretionary investment management to individuals, high‑net‑worth clients, trusts, estates, charitable organizations, banks, and pension and profit‑sharing plans. Services focus on managing portfolios of stocks, bonds, mutual funds and exchange‑traded funds, with limited exposure to options. The firm follows a conservative equity approach—emphasizing sustainable earnings, dividend payouts and low turnover—and a very conservative fixed‑income strategy that typically uses individual, high‑quality taxable and tax‑free bonds. Research integrates fundamental analysis with technical timing and cyclical trend work, and portfolios are tailored to each client’s objectives with regular investment‑committee reviews and quarterly valuation statements. Distinctive aspects include offering specialized portfolios concentrated in financial‑services companies for a subset of clients, a style that may involve higher turnover and small‑capitalization positions, and serving institutional‑type clients such as banks in addition to individuals. Maguire issues an annually updated Form ADV brochure and other periodic communications, does not offer standalone financial planning services, and does not participate in wrap fee programs or soft‑dollar arrangements.
To learn more about the advisors currently working at Maguire Investments 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 |
|---|---|---|
King of Prussia, PA
| 2
| |
King of Prussia, PA
| 32
| |
King of Prussia, PA
| 20
| |
King of Prussia, PA
| 12
|
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