Access the Same Private Equity, Hedge Funds, and Real Estate Deals That Family Offices Use for Ultra-High-Net-Worth Clients
Most financial advisors can't offer you these investments—not because you're not qualified, but because they don't have access. Discover how to build an institutional-grade retirement portfolio even if you're starting with $500K instead of $50M.
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Maximillian Peddie, CRPC™
Maximillian Peddie is a financial advisor specializing in retirement income planning and wealth management for pre-retirees and retirees.
The Problem
Traditional retirement portfolios built with mutual funds, ETFs, stocks, and bonds are powerful wealth-building tools, but they often come with hidden limitations that can put your retirement at risk:
- You're locked into retail products only
- Tax surprises eat up your retirement income
- You're retiring on a guess, not a plan
- All your investments move together
The truth is, you're competing in a two-tier investment system. And unless your advisor has access to both tiers, you're only getting half the tools the ultra-wealthy use to protect and grow their money.
The Institutional Portfolio Method
The Institutional Portfolio Method is a comprehensive wealth management strategy designed specifically for retirees and pre-retirees who want to access the same institutional-grade investments that family offices use for clients with multi-8 and 9 figure portfolios—even if you're starting with much less.
It's a top-to-bottom planning approach that combines 3 critical elements most advisors either can't access or don't provide:
#1 Access to Institutional-Grade Investments
Through our connection to Merrill Lynch's investment banking arm, we can offer you:
- Private equity positions that buy and restructure companies for profit regardless of stock market performance
- Hedge fund allocations using alternative strategies that can generate returns even in down markets
- REITs and other alternative investments that provide true diversification through uncorrelated returns
#2 Exact Financial Projections
Unlike advisors who give you a vague "you should be fine," I build comprehensive financial plans that show you:
- Exactly how much income you'll have each year through retirement (calculated to 90% certainty based on YOUR actual data, not industry averages)
- When you can safely retire without running out of money
- Cash flow analysis for both personal expenses and business owner distributions
#3 Proactive Tax Modeling
Too many retirees wait until tax season then discover tens of thousands of dollars in tax they didn't budget for. This system shows you:
- The tax consequences of all investments and income
- Strategies to minimize your lifetime tax burden
- Year-by-year tax projections so there are no surprises
The Institutional Portfolio Method isn't a one-size-fits-all product.
It's an individually-tailored planning system carefully fitted to your specific financial situation, retirement goals, and personal needs.
On our strategy call, we'll evaluate multiple factors including your account types, age, income sources, tax situation, risk tolerance, and long-term objectives.
What Clients Say
Working with Maximillian has been a game-changer for my financial future. He took the time to understand my goals and created a clear, personalized plan that made sense for me. His advice is always practical and easy to follow, and I feel confident knowing my investments are in good hands. I highly recommend him to anyone looking for a trusted advisor who truly cares about their success.
Maximillian's guidance has given me peace of mind about my finances. He explains complex topics in a way that's easy to understand and always makes sure I'm comfortable with every decision. Thanks to his expertise, I've been able to grow my savings and plan for retirement with confidence. I couldn't ask for a better advisor!
Schedule Your Strategy Call
Select a time that works best for you. This complimentary 60-minute call will help us understand your goals and determine if the Institutional Portfolio Method is right for you.
Important Disclosure: For educational and informational purposes only. This website does not provide tax, legal, accounting, investment, or financial advice.
Maximillian Peddie is a registered representative of Merrill Lynch, Pierce, Fenner & Smith Incorporated. Investment products offered through Merrill Lynch are not FDIC insured, are not deposits or obligations of, or guaranteed by any bank, and are subject to investment risks, including possible loss of principal.
This advertisement is not a formal illustration of any specific investment strategy or financial plan. All investment strategies referenced involve risk, including the potential loss of principal. The appropriate type and amount of investments depend on individual circumstances, financial situation, risk tolerance, and investment objectives.
Past performance does not guarantee future results. Market conditions, economic factors, and individual circumstances can significantly impact investment outcomes.
Alternative Investments Disclosure: Alternative investments such as private equity, hedge funds, and certain real estate investment trusts (REITs) are speculative, involve a high degree of risk, may be illiquid, and are only suitable for accredited investors who can afford to lose their entire investment. These investments are not suitable for all investors.
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Testimonials Disclosure: Testimonials may not be representative of the experience of other clients. Testimonials are not a guarantee of future performance or success.