MAISCH FINANCIAL PARTNERS, LLC

Overview

Maisch Financial Partners, LLC is an independent registered investment adviser serving individual and family clients with fee-based portfolio management and financial planning. The firm positions itself as a capital allocator and as a selector of outside managers, emphasizing manager selection and use of pooled vehicles rather than running large in-house active trading desks. Advisory services include portfolio management for individuals and small businesses, financial planning and the selection of other advisers. The firm does not identify as an active ESG investor. Investment approach appears centered on diversified, manager-driven solutions — core exposure delivered through mutual funds and public pooled vehicles, with the ability to access third-party managers for specialized or alternative exposures when appropriate. Given the client base and scale, the emphasis is on straightforward allocation, risk management and ongoing client relationships rather than bespoke institutional platform management.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices