MAGGI INVESTMENT SERVICES, LLC

Overview

Maggi Investment Services, LLC is an independent registered investment adviser organized as an LLC that serves individual and family clients. The firm functions as an allocator — sourcing external managers and pooled vehicles — while also providing direct advisory work. Core client services listed include comprehensive financial planning, portfolio management for individuals and small businesses, selection of other advisers, and pension consulting among its advisory activities. Its fee model is mixed: percentage-of-AUM billing alongside hourly and fixed-fee arrangements and other fee types. The firm does not position itself as an active ESG investor.

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Public Holdings

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Location & Offices