Investment Advice

Our global investment strategy uses cost and tax-efficient exchange-traded funds (ETFs) diversified across all major asset classes. Each client portfolio maintains risk levels and currency exposures appropriate to the client’s unique circumstances. Portfolios are periodically rebalanced to maintain proper diversification and to take advantage of cyclical swings in relative asset valuations. For more information on MaimonWealth’s approach to long-term investment success, read about the research behind our Philosophy.