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Sphere on Spiral Stairs

INDIVIDUAL SECURITIES

At MAIGUAN LIMITED, we live by the maxim that no two investors are alike. Guided by this mindset, we create customized all-cap portfolios of individual securities, designed to accommodate any investment objective.

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Greater tax efficiencies

With an individual securities approach, investors own their own cost basis, which means we can tax loss harvest on their behalf. With the freedom to sell one security and replace it with a similar one, we help clients offset taxes on both gains and income to maintain an optimal asset allocation without giving up return.

Values-based investing

By building portfolios of individual securities, we give investors more of a say in where they invest their money—so they can align their investment strategy to their personal ethics and core values.

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The freedom to evolve

With tailored portfolios of individual securities, investors not only have more control over which investments they own based on what’s important to them and their unique risk threshold, but also the flexibility to make changes to those holdings as their objectives change. 

Greater returns
through yield targeting

MAIGUAN LIMITED builds private accounts of individual securities that target yield for each investor based on their unique objectives to ensure they realize their expected returns while balancing risk.

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