MIM was started in late 2003 to address the investment management and wealth planning needs of individuals, families and small foundations with assets in the $ 200,000 to $ 10 million range. Maynard Investments saw a gap in the service quality and capability of advisors serving this market and created a firm that provides assiduous service combined with customized institutional quality investment management and wealth planning.
We achieve this level of service and superior risk-adjusted investment returns through our prudent investment process, low overhead costs and the commitment to remain a small boutique firm so that we can stay closely attuned to our client’s financial needs.
What Sets Us Apart
We focus on an integrated and customized approach to investment management.
We maintain an awareness of tax effects on investment performance.
We maintain low, asset based fees.
We strive for the highest level of integrity.
We use plain English and we have a commitment to client education.
For additional information on our services, please contact us so that we can send you a copy of our brochure.