Client Advocacy

Internal Client Curriculum

As part of our financial education program, we’ll set up a series of calls to help you cut through Industry jargon and get familiar with some standard terms. We’ll also share the framework of our investment principles for becoming a better investor. Our program is designed to benefit our clients of all investment experience levels.

Educational Workshops

We will conduct periodic workshops in a classroom-style session focused on providing financial literacy. Participants are encouraged to invite family and friends to learn the fundamentals of planning and investing. 

Informational Seminars

We will conduct periodic seminars with the latest information on relevant topics as it pertains to the global markets. This will also allow participants an opportunity to learn more about Maxiam Capital and our approach to financial planning and portfolio management. 

Virtual Webinars

We will conduct periodic sessions via a web-based video conference presenting subject matter similar to our informational seminars. Participants will be able to engage in a Q&A session afterward. 

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