Maven Asset Partners
Maven Asset Partners seeks to make asset management available to small and large financial advisors alike. By emphasizing the application of technology and a systematic investment process, the firm's solutions provide a cost-effective and tax-efficient core that ties a thoughtful approach to satellite strategies. Its systems are designed to resist behavioral bias and execute flawlessly in even the most distressed market environments.
Core Portfolios
Core / Satellite Portfolios
- Blend of 60% Core and 40% Satellite strategies
- Widely diversified strategic portfolios with layers of active risk management
- Satellite exposure via Smart Beta ETFs or Active SMA Managers
- Satellite asset class exposure is at the Micro level