Wealth Partners

Maybach Partners

Welcome

Maybach Partners is dedicated to the stewardship of significant wealth and financial assets.
We serve diverse and sophisticated clients, ranging from high-net-worth individuals and their families to organizations such as publicly traded companies, universities and municipalities.
Our many years of addressing the complex needs of substantial wealth have positioned us to deliver a broad range of services, including investment advisory and traditional brokerage capabilities.

Our Suite of Financial Services

Introducing our suite of financial services
Individuals
Advisory Portfolio Management
Brokerage Services
Corporate Executive Services
Lending and Mortgages
Estate Planning and Wealth Management
Institutions
Investment Advisory
Brokerage Services
Cash Management
ERISA Capabilities
Collateralized Asset Lending
A personalized and disciplined approach

• We build tailored portfolios and deliver value-added services that seek to address specific needs
• We offer both discretionary and non-discretionary portfolio management
• We believe our team is differentiated by the level of attention and due diligence we provide to every detail
• We provide access to the capital markets and broad resources of J.P. Morgan

Experience matters

• Highly knowledgeable team with a combined 150 years of experience
• Our creative approach results in customized strategies for each client
• We integrate our varied backgrounds to deliver multi-discipline capabilities
• We have built a strong infrastructure for client support
• We work to help our clients access J.P. Morgan Commercial Bank, Private Bank, and Investment Bank in order to facilitate their needs

Our mandate
As true stewards of our clients' wealth, we are always mindful of the need to deliver an institutional quality of financial advice for the clients we serve.

Our Investment Approach

How Maybach Partners works with you:

• We get to know you
• We identify any gaps or weaknesses in your current plan
• We develop a customized strategy to meet your personal goals
• We align your objectives with an appropriately tailored investment portfolio
• We provide exceptional services Our principal rule of investing is to use common sense. Whether your portfolio is designed using individual investments or institutional money managers, Maybach Partners' stringent due diligence process aims to capitalize on upside participation while limiting downside risk. We do this through proper asset allocation, diversification, and by focusing on prudent investments. Our conservative bias is borne out of the belief that clients' hard-earned capital should be protected.