MAXWELL AND MORSE CAPITAL MANAGEMENT, INC.

Overview

Maxwell And Morse Capital Management, Inc. is a corporate registered adviser that manages portfolios for individuals, families and institutions. The firm charges fees as a percentage of assets under management and focuses its advisory business on portfolio management for individuals and small businesses as well as for businesses or institutional clients. Its stated preferences show a clear tilt toward public equities, delivered through liquid, exchange-traded vehicles and separately managed account structures. The firm is not positioned as a capital allocator to third-party alternative managers and does not identify as an active ESG investor. Its operating model is owner-led and fee-based, with advisory relationships that include both discretionary mandates and accounts where clients retain trading authority.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices