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Description

. Provide objective, documented and personalized Investment Advice, with a focus on performance, service and cost. We created Capital Max in 1998. We are a privately owned Investment Advisor whose mission is to add long term value. We are based in Palm Beach Gardens, Florida, with outside advisors in Europe and Asia. We are registered with the S.E.C. under file # 801-64790, CRD # 137539. In 1998, the financial industry was starting to lose its identity. Most independent investment banks were being sold to commercial banks and were focusing on generating merger synergies. No-thrill Internet-based services, at the other extreme, were providing investors with a maze of information at no cost. Both models were transaction-based, as opposed to relationship driven. The result was to be expected. Without regard for the true value of the innovations that were taking place, and without regard for the risks investors were able to assume, the financial industry created a bubble which ultimately lost investors trillions of dollars. The Internet was first, then came Enron, Worldcom, Adelphia... and Sarbanes-Oxley was enacted to “protect” the pensioner and the public at large. The corollary was a shrinkage in conventional Wall Street sell-side research and an increase in risk premiums. Hedge funds blossomed, aimed at taking the risk out of the investment equation. Hence the opportunity. As an independent “boutique” with a long bias, we are set up to provide Investment Advice “the old fashioned way”: we call on companies, we understand their business plan, we gauge the credibility of management. Then we assess the risks – technology, execution, valuation. The Max’s officers and outside advisors all have more than twenty years of experience in diverse areas of the financial markets. More importantly, most of us have at some point run independent businesses. We know what Service means. We also know what Risk means. And we know it is more difficult to find a new client than to lose one. This is why we know what Relationships mean. Our clients are institutional money managers, affluent private investors and corporations. They look to us to act as a sieve. We gather information from a variety of sources, thus avoiding the inherent conflict of interest of “full service” firms. We listen to our clients as they often themselves detect changes in the market place. Our aim is to validate their thought process and help them quantify the risk-reward-time equation. In so doing, we constantly review the trustworthiness of our sources.

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