A complete list of active advisors currently associated with Maxwell Investment Advisory Services
Warmer can help you find a great advisor at Maxwell Investment Advisory Services or one who fits your needs even better.
Maxwell Investment Advisory Services provides ongoing investment advice, portfolio management, trade execution and performance monitoring for individual and high‑net‑worth clients. The firm manages about $9.25 million on a discretionary basis for roughly two dozen clients. The firm’s investment approach emphasizes diversification and low‑cost investing, typically implemented with no‑load mutual funds and ETFs (both index and actively managed) chosen using screening tools such as Morningstar and informed by client risk‑tolerance questionnaires. Strategies may include long‑ and short‑term holdings and, when appropriate, margin transactions, while the adviser generally does not recommend individual securities. Distinctive operational features include a long track record (registered since 1985) and a compact client roster overseen and reviewed by the firm’s principal. The firm operates on an institutional custodial platform, does not aggregate client trades, does not accept proxy‑voting authority (clients receive proxies directly), and does not maintain custody of client assets.
To learn more about the advisors currently working at Maxwell Investment Advisory Services, 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 |
|---|---|---|
Troy, MI
| 30
|
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