A complete list of active advisors currently associated with MAXIMAI Investment Partners, LLC

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

MAXIMAI provides comprehensive, fee-only wealth management and family office services to high‑net‑worth and ultra‑high‑net‑worth domestic and international individuals, as well as businesses, corporations, and institutional clients. The firm delivers ongoing financial planning, discretionary and non‑discretionary portfolio management, and sub‑advisory services to other advisers and family offices. MAXIMAI employs a mix of top‑down macro analysis, fundamental and technical methods and uses both traditional and alternative investments, including private equity, hedge funds, and offshore strategies; it also accesses third‑party managers and model implementation through Dynasty Wealth Management’s TAMP. The firm may negotiate performance‑based fee arrangements for qualified clients (as described in the brochure, performance fees can range from 5% to 20% and may include high‑water‑mark provisions) and may delegate trading discretion to third‑party managers. Distinctive elements in the brochure include a proprietary wrap fee program that is being phased out but remains sponsored by the firm, a formal operational and platform relationship with Dynasty that provides SMA/UMA access and administrative support, and disclosure that firm personnel may co‑invest in private equity opportunities on the same terms as clients. MAXIMAI generally requires a $1 million account minimum and does not target non‑high‑net‑worth individual clients, underscoring its focus on larger, often international, HNW relationships.

To learn more about the advisors currently working at MAXIMAI Investment Partners, 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.