MaxAdvisor Private Management

MaxAdvisor Private Management is a fee-only registered investment adviser that provides discretionary portfolio management to individuals, high-net-worth individuals, and small businesses. The firm manages customized portfolios built primarily from mutual funds, ETFs, ETNs and closed‑end funds and implements investment policy statements, ongoing monitoring, and rebalancing under limited trading authority.

MAXadvisor emphasizes diversification and typically pursues low‑turnover, long‑term positions using low‑cost index funds where appropriate, but will also use actively managed funds selected through a proprietary fund rating process. The brochure describes a contrarian tilt—increasing equity exposure when markets are weak—and discloses use of longer‑duration bond funds and ETNs, with attendant interest‑rate and issuer credit risks.

Compared with peers of similar size, the firm’s disclosures highlight exposures and instruments that can raise complexity and risk (for example, ETNs and closed‑end funds and the potential for derivative‑ or borrowing‑type exposures in managed accounts). The adviser also notes key‑person concentration and a small client base, along with discretionary authority over accounts and the capability to manage “held‑away” accounts and access institutional‑class share classes through custodial arrangements.