About Us

Our Firm

Maguire Investment Management, LLC (“Maguire IM”) is a fiduciary, fee-only investment
advisory firm registered in the states of South Carolina and North Carolina.

Independent Structure

Maguire IM is 100% independent. We believe independence helps to ensure that our advice is not influenced by corporate pressures, proprietary product mandates, or sales quotas.

Fee-only Compensation

We are compensated only by clients directly as either a percentage of assets under management (AUM) for our investment management service or a flat fee for our physician retirement financial blueprint service. We do not sell products (e.g., annuities and insurance policies) for commissions, which minimizes our potential conflicts of interest.

Fiduciary Standard

We have an ethical and legal obligation to act in our clients’ best interest, always putting your needs above our own.

Patrick D. Maguire, MD, CFA^®

Founder

843-212-0789

patrick@maguireinvestmentmanagement.com

Patrick D. Maguire, MD, CFA is the founder and owner of Maguire Investment Management, LLC. Following his residency in radiation oncology at Duke University Medical Center, Dr. Maguire spent twenty-five years caring for people diagnosed...

Our MISSION & VALUES

Our Mission is to provide expert, personalized investment management and retirement planning services for professionals who serve others.

Whether crafting retirement strategies for fellow physicians or managing customized investment portfolios for our neighbors in Coastal Carolina, we believe Maguire IM is your Rx for financial health.

Core Values:

INTEGRITY: Our foundational commitment to you is unwavering integrity. We hold ourselves to the highest fiduciary standard, acting in your best interest at all times.
TRANSPARENCY: We believe that you deserve a clear strategy and pricing in your RX for financial health. For our investment management clients, we create a personalized investment policy statement (IPS) that outlines our long-term plan and utilizes a simple asset-based fee model. For our physician retirement financial blueprint clients, we deliver a clear action item checklist and charge a one-time, project-based fee.

Our Investment Philosophy

At Maguire IM, we focus on what we believe we can control: understanding our clients, minimizing investment costs, managing risk, and prioritizing after-tax efficiency.

We believe that capital markets are generally efficient, though not perfectly so. Therefore, our foundational strategy utilizes a passive core of exchange traded funds (ETFs) and low cost, no-load mutual funds to achieve well-diversified, broad market exposure, often supplemented by active ETF satellites to reach for potentially enhanced returns.

We Strive To

Understand You

We believe exceptional relationships are built upon the art of active listening and clear communication. We aim to understand not only your current financial situation, risk tolerance and goals, but also your motivations and unspoken aspirations.

Focus on After-Tax Returns

For individual professionals and families, we think the key return metric is what you keep. We focus on tax-efficient strategies including optimizing asset selection and location. We utilize direct indexing with active tax-loss harvesting when appropriate.

Prioritize Costs

We recognize the compounding drag of investment costs as a certainty, prioritizing low-cost ETFs and no-load mutual funds to potentially minimize underlying expenses. We seek to partner with cost-conscious custodians whose pricing is transparent and aligns with our firm’s commitment to low-cost, high-value investment management for our clients.

^{CONTACT US}Let’s Get Started

If you are ready to explore a relationship built on integrity and clear communication, we invite you to schedule an initial discovery conversation.

GET STARTED