Partner With Maverick
Partner with Maverick: Transform Your Advisory Practice with Cutting-Edge Portfolio Solutions
At Maverick, we empower advisors, trust companies, private banks, family offices, and financial advisory firms to deliver exceptional investment outcomes for their clients. Our proprietary quantitative systems redefine portfolio construction and asset allocation, blending advanced technology with disciplined investment expertise to create tailored, scalable solutions. Whether through Separately Managed Accounts (SMAs) or white-labeled portfolio strategies, we provide the tools and flexibility you need to enhance your practice, strengthen client relationships, and grow your business while keeping your brand front and center.
Why Partner With Us?
Proprietary Quantitative Edge
Our advanced platform harnesses cutting-edge algorithms and data-driven insights to build optimized portfolios. From factor-based investing to tax-efficient strategies, we tailor solutions to your clients’ goals and risk profiles. Our adaptive systems monitor market shifts, ensuring precise, high-performing allocations. Empower your clients with sophisticated, personalized investment strategies that deliver results, all backed by our proprietary quantitative expertise.
Technology That Saves Time and Drives Results
Our platform streamlines portfolio management, rebalancing, and reporting with automated workflows and real-time analytics. Designed for advisors, from solo practitioners to large firms, it integrates seamlessly with your systems. Free up time to strengthen client relationships while our technology delivers institutional-grade performance. Focus on what matters most—growing your practice—while we handle the operational complexities behind the scenes.
White-Label Solutions, Your Brand
Our white-labeled portfolio strategies let you offer institutional-grade solutions under your brand. We provide ready-to-deploy investment models, saving you the cost of in-house development. Seamlessly integrated, these solutions reflect your firm’s identity, ensuring clients experience your vision in every interaction. Elevate your brand with sophisticated, customizable portfolios that enhance your reputation and client trust without added complexity.
Customized SMAs, UMAs, and TAMPs for All Client Levels
Our SMAs, UMAs, and TAMPs combine flexibility and sophistication for high-net-worth and retail clients alike. SMancient SMAs and UMAs offer tax-optimized, transparent portfolios tailored to client needs, while our TAMP platform simplifies asset management for advisors. Delegate research and allocation to our experts, maintaining client relationships while scaling your practice with consistent, high-quality solutions for diverse investor needs.
A Partner, Not a Competitor
As your sub-advisor, we manage portfolio complexities, letting you focus on client acquisition and financial planning. Our flexible model supports advisors, from boutique RIAs to global firms, with tailored solutions. We work behind the scenes to enhance your brand and client outcomes, ensuring you retain full ownership of relationships while leveraging our expertise to drive your success.
Tax Optimization and Client-Centric Design
Our quantitative systems prioritize after-tax returns through advanced tax strategies like loss harvesting and gain deferral. Every portfolio is designed around your clients’ unique financial goals, ensuring long-term alignment. By embedding tax efficiency and client-focused customization, we help maximize wealth and deliver personalized investment solutions that resonate with your clients’ aspirations.
Who We Serve
Independent RIAs
Scale your practice with sophisticated portfolio solutions that rival larger firms, all while preserving your independence and client-first ethos.
Family Offices
Streamline your investment process with white-labeled solutions that align with your family’s legacy goals.
Law Firms
Offer clients sophisticated investment management through our white-labeled solutions, seamlessly integrated into your estate and trust planning services.
Trust Companies
Enhance your fiduciary offerings with customized SMAs that deliver tax efficiency and performance for your beneficiaries.
Financial Advisory Groups
Offer consistent, high-quality portfolio management across your team, strengthening your brand and client trust.
Private Banks
Access institutional-quality portfolio strategies to meet the complex needs of ultra-high-net-worth clients.
Broker-Dealers
Leverage our TAMPs to delegate asset management tasks, allowing your advisors to focus on client relationships and business growth.
CPA Firms
Provide value-added wealth management to your clients with our TAMP platform, freeing you to focus on tax and accounting expertise.
Insurance Companies
Enhance your wealth management offerings with scalable portfolio solutions that complement your core services.
By partnering with Maverick, you gain more than a service provider—you gain a strategic ally dedicated to your success. Our proprietary systems, inspired by the industry’s most innovative platforms, empower you to deliver personalized, tax-efficient, and performance-driven portfolios at scale. Whether you choose our SMAs, UMAs, or TAMPs for hands-on customization or our white-labeled models for turnkey branding, we provide the flexibility to meet your clients’ needs while saving you time and resources.
Join the growing network of advisors and institutions that trust Maverick to elevate their investment offerings. Let us handle the science of portfolio management so you can focus on the art of client relationships.
