Portfolio Construction & Allocation

🔹 WHAT WE OFFER
Tailored Portfolio Strategy
Build multi-asset portfolios based on liquidity, risk, and long-term goals.

Private Market Allocation Planning
Integrate venture, real estate, and alternatives into core wealth plans.

Tax-Efficient Implementation
Optimize asset location, QSBS benefits, and tax-loss harvesting strategies.

Holistic Financial Architecture
Balance personal, philanthropic, and generational wealth objectives.

Ongoing Portfolio Monitoring & Rebalancing
Maintain alignment with market conditions and evolving needs.

🔹 WHO IT’S FOR
Entrepreneurs and executives with concentrated equity
Single- and multi-family offices
Accredited investors seeking differentiated private market access

🔹 WHY WORK WITH US
We blend institutional investment experience with boutique attention, giving clients clarity and confidence in every allocation decision. Our strength lies in designing portfolios that are both resilient and opportunistic—built for decades, not just cycles.

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Maverick Capital Advisors proudly donates a portion of its revenue to the World Wildlife Fund to support the preservation of endangered species and their natural habitats worldwide.

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Maverick Capital Advisors

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Easton, Maryland 21601 US

chris@maverickcapitaladvisors.com

917-499-4329

Securities are offered through Finalis Securities LLC Member FINRA / SIPC. Maverick Capital LLC is not a registered broker-dealer, and Finalis Securities LLC and Maverick Capital LLC or “Maverick Capital Advisors” are separate, unaffiliated entities.

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Disclaimer: This website is for informational purposes only, is not an offer, solicitation, recommendation, or commitment for any transaction or to buy or sell any security or other financial product, and is not intended as investment advice or as a confirmation of any transaction. Products and services on this website may not be available for residents of certain jurisdictions. Please consult with a Finalis Securities’ registered representative regarding the product or service in question for further information. Investments involve risk and are not guaranteed to appreciate. Any market price, indicative value, estimate, view, opinion, data, or other information herein is not warranted as to completeness or accuracy, is subject to change without notice, and Maverick Capital LLC along with Finalis Securities LLC accepts no liability for its use or to update it or keep it current.

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