Maxim Partners

Managing portfolios for families seeking better returns.

6 Things to Know About Our Investment Advisory Firm

6 Things to Know About Our Investment Advisory Firm

I’m Diane Cohn, financial advisor with Maxim Partners. We’re not like most investment advisory firms. Here are six things you should know about us: We manage portfolios for investors looking for better returns. That’s our focus. Our biggest benefit to clients is access to an incredibly talented portfolio manager. He’s a former analyst, investment banker, management consultant andRead more about 6 Things to Know About Our Investment Advisory Firm[…]