A complete list of active advisors currently associated with Maway LLC
Warmer can help you find a great advisor at Maway LLC or one who fits your needs even better.
Maway LLC provides ongoing portfolio management and prepares an Investment Policy Statement for each client to align portfolios with stated goals, time horizon, and risk tolerance. The brochure lists individuals (including non‑high‑net‑worth), high‑net‑worth individuals, and corporations or business entities as client types and notes there is no account minimum. The firm applies a mix of cyclical, fundamental, modern portfolio theory and technical analysis, pursues a long‑term strategy with periodic rebalancing, and primarily recommends ETFs alongside mutual funds, fixed income, real estate funds, precious‑metal ETFs, venture capital interests and private placements. Maway generally seeks discretionary trading authority, requires clients to use a specified broker‑dealer (Interactive Brokers), and custodial monthly reports are provided to clients. Noteworthy aspects for a firm of this profile include its small, single‑advisor structure and modest reported assets under management combined with access to less common investment vehicles such as venture capital and private placements. The brochure also discloses that the firm does not aggregate trades for multiple clients and may receive soft‑dollar research benefits, operational features that can affect execution and potential conflicts relative to many peers.
To learn more about the advisors currently working at Maway 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 |
|---|---|---|
Miami, FL
| 8
|
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