MAXWELL INVESTMENT ADVISORY SERVICES

Overview

Maxwell Investment Advisory Services is a small, client-focused advisory firm that manages concentrated equity-oriented portfolios for individuals and families. The firm’s practice centers on discretionary portfolio management for individual and small business clients, with a clear preference for equities as the primary engine of return. Maxwell Investment Advisory Services charges clients on a percentage-of-assets basis and does not position itself as an ESG-focused manager. Investment activity is executed through brokerage custody relationships and separately managed account (SMA) structures, with allocations tilted toward exchange-traded equities as the most used asset type.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices