Maguire Investments LLC

Maguire Investments LLC is an investment adviser based in King of Prussia, PA, established in April 2012 by owners Alex Maguire and Alexander Maguire. The firm offers continuous investment management services on a discretionary or non-discretionary basis, focusing on individual portfolios of bonds, stocks, mutual funds, and exchange-traded funds. Their investment strategy emphasizes sustainable profits, strong dividend payouts, and companies with robust management teams. Maguire Investments specializes in high-quality individual bond investments, both taxable and tax-free, tailored to each client's needs. The firm also analyzes and selects financial services companies for specific portfolios, with a focus on nimble equity positions in small-cap companies. Clients are charged a standard fee of 1.00% based on the account value, with fees negotiable based on account size and complexity. Fees can be deducted from accounts or billed directly to clients. The firm does not engage in performance-based fees and does not share capital gains. Maguire Investments acts as a fiduciary, putting clients' best interests first, and does not accept compensation for the sale of securities. The firm provides investment advice to individuals, trusts, estates, charitable organizations, banks, and pension plans. Investment analysis methods include fundamental, technical, and cyclical analysis, with a focus on managing investment risks such as interest-rate, market, inflation, currency, and liquidity risks. Maguire Investments exercises discretionary authority for trading in client accounts and does not vote proxies unless explicitly requested by clients. The firm maintains a strong financial condition and does not serve as a custodian for client funds or securities.