Magnifying glass

Rogerscasey to provide due diligence for Maxim’s WealthIntroduction programme

Maxim Group has selected Rogerscasey to provide manager diligence services for its WealthIntroduction programme.

As a component of Maxim's open architecture platform, the WealthIntroduction programme provides traditional and alternative investment managers the opportunity to market into Maxim's expanding wealth management and corporate services groups.
The programme will sponsor managers across a range of investment styles to undergo Rogerscasey's extensive manager diligence programme.
Upon successful completion of the Rogerscasey review, Maxim Group will provide forums for managers to market across its RIA affiliate, Maxim Financial Advisors, family office and corporate services clientele.
John Garrity, executive managing director and Maxim's head of wealth management, says: "This is a natural extension of our expanding wealth management platform capabilities for our brokerage and investment advisor professionals, providing exceptional products for our clients and optimising economics for all stakeholders."
The manager due diligence programme is an offering of Rogerscasey's advisor solutions group.
David Pappalardo, senior vice president and head of the advisor solutions group, says: "We are excited to work with Maxim Group on this innovative solution. This programme further demonstrates Rogerscasey's ability to build customised, independent solutions for financial intermediaries."
Participants in Maxim's WealthIntroduction programme will also be included in Rogerscasey's Manager Research & Ranking (MR2) database, which contains all of the firm's proprietary opinions and manager insights.

Further reading

Upcoming events

23 hours 59 min from now - Dublin
5 days 23 hours from now - California
5 days 23 hours from now - California
6 days 23 hours from now - New York
6 days 23 hours from now - London

Upcoming training

Wed, 10/09/2014 (All day) - London
Mon, 29/09/2014 (All day) - London
Thu, 02/10/2014 (All day) - London