Maxim Advisors appoints Atlas Funds to manage Australian equities mandate
Leading boutique financial advisory group Maxim Private Clients today announced that it has appointed Atlas Funds Management as a manager of the Maxim Atlas Core Australian Equity Portfolio. The Portfolio is available as a managed discretionary account on the Hub 24 platform.
Matt Haggarty Director of Financial Advice at Maxim Private Clients said the partnership with Atlas Funds was a testament to Atlas’ strong investment process, client service and solid investment performance.
The Maxim Atlas Core Australian Equity portfolio is designed for investors seeking a concentrated core portfolio of listed Australian equity companies and that are looking for consistent tax effective distributions above that offered by the ASX 200.
Atlas Funds Chief Investment Officer Hugh Dive said “Atlas are delighted to be associated with Maxim Private Clients; whose ethics and transparent approach to financial advice aligns with our views on how clients should be treated by investment professionals. Maxim’s customised client service stands in stark contrast to the conflicted advice revealed at the recent Royal Commission”.
About Maxim Private Clients
Maxim Private Clients is a boutique financial services, and business advisory firm based in Newcastle NSW with clients located along the east coast between Melbourne and Brisbane. We specialize in assisting small to medium enterprise and busy professionals looking for a partner to assist them with all facets of their business and financial life. Maxim Private Clients provides a tailored approach to strategic advice with an emphasis on business and personal structures, financial efficiency and growth. Partnering with Atlas Funds to manage our Australian equities mandate ensures that all potential conflicts are removed from the advice and asset allocation process which is purely focussed on achieving clear and concise outcomes for our selected clients on a fee for service basis.
More information on Maxim Private Clients can be found at https://www.maximprivate.com.au/
About Atlas Funds
Atlas Funds Management is a boutique investment manager based in Sydney that focuses on delivering capital protection and consistent income for individual investors and self-managed superannuation funds (SMSFs).
More information on Atlas Funds can be found at https://atlasfunds.com.au/