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 

  • Comprised of familiar asset classes 
  • Asset class exposure is at the Macro level

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