Maximus takes time to get to know our clients’ needs and expectations, and then we use our expertise to match those needs with tailor-made solutions and management strategies. We also have our own projects and investment vehicles which clients have the option to invest in.
We provide our clients with investment advisory that encompasses all the elements of the investment process including developing asset allocations and the creation of customized portfolios across traditional and alternative asset classes. When combined with Maximus’ financial reporting and tax advisory services, our team is afforded a high level of insight and visibility into client objectives and circumstances. This translates into a more proactive and thoughtfully developed investment plan for our clients.
We take into account tactical shifts in asset allocations based on changing market conditions, seeking to maximize investments. We offer alternative investment platforms that take advantage of market conditions through various investment vehicles with a goal of providing historical equity-like returns.