Portfolio Management
Investors demand institutional-quality managers, analytical technology, maximum transparency, independent service providers, and control over their investment decisions. Managing substantial wealth is an enormous responsibility. It requires experienced advice, specialized knowledge and customized solutions. As your “Chief Investment Officer”, we listen and work to understand your comprehensive financial situation and recommend innovative, customized solutions precisely targeted to achieve your objectives.
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Disclosures
Maddix Wealth, LLC is a wholly owned subsidiary of Maddix Holdings, LCC an SEC-registered investment advisor. Advisory services are only offered to clients or prospective clients where Maddix and its representatives are properly licensed or exempt from licensure.