At Maci our success has always been 100% aligned with our clients. Rather than partnering up with a bank, brokerage firm, or trust company, we’ve made a very conscious decision to remain as independent, fee-only fiduciary advisors with absolutely no affiliations with any banks, brokerage firms, insurance companies or trust companies. Unlike many advisory firms, we are legally required to always do what’s in our clients best interests at all times. We always put our clients best interest ahead of our own, and we value all the trust and confidence our clients place in us. Our multifaceted approach incorporates the power of unbiased academic research, global diversification, with plain old common sense. We keep most Wall Street middlemen (bankers, brokers, analysts, traders, and salesmen) far away from our clients pockets.
As a trusted partner, we proudly deliver:
Comprehensive, independent financial advice, analysis, and management.
Proactive, real time risk & portfolio management.
Access to investment opportunities from virtually every bank, brokerage firm, insurance company and financial services firm across the globe.
Professional staff with decades of experience that pay close attention to each and every detail.
Above all, Maci believes in an open, honest relationship and works closely with all clients and their family members to ensure their concerns are alleviated and that their lifetime goals are met.