The start of a new year brings opportunities to take control of your financial future. Here’s a collection of advice from MAI advisors to help you make 2025 one of your most financially empowered years yet: https://lnkd.in/ey7jq4kD
MAI Capital Management
Financial Services
Cleveland, Ohio 11,593 followers
National RIA empowering you to simplify, protect, & grow your wealth.
About us
Founded on a handshake in 1973 between Arnold Palmer and legendary sports agent, Mark McCormack, MAI Capital Management was created with the sole purpose of making clients’ lives easier. While many things have changed over the past 50 years, our mission as a registered investment adviser has not: we work to empower clients to simplify, protect, and grow their wealth. MAI serves the wealth management and sports & entertainment businesses, continuously expanding our clientele to include those who need specialized financial planning assistance. We are driven by a fiduciary duty to act in our clients’ best interests and have developed a variety of solutions to serve the breadth of their needs. We provide financial & estate planning, investment management, tax planning & preparation, insurance & risk management, accounting & bill pay, and philanthropy advice as well as boutique services like family office or specialized solutions to people in the sports and entertainment industries.
- Website
-
https://mai.capital/
External link for MAI Capital Management
- Industry
- Financial Services
- Company size
- 201-500 employees
- Headquarters
- Cleveland, Ohio
- Type
- Privately Held
- Founded
- 1973
- Specialties
- Succession Planning, Estate Planning, Financial Planning, Investing, Retirement Planning, Tax Planning, Insurance, Wealth Management, and Investment Management
Locations
Employees at MAI Capital Management
-
Michael Fitzsimmons
CEO, Crosschq | Hiring Intelligence - Quality of Hire
-
Qui Vuong
Empowermentalist, Collaborator, Investor, Advisor, Incubator, Fiduciary, Activist, Advocate, Volunteer, Hub
-
Jeffrey Leber, CFP®
Co-Regional President, Managing Director at MAI Capital
-
Sean Kriak, CFP®, MBA
Updates
-
We are thrilled to continue to expand our footprint in Arkansas with the acquisition of Garrison Asset Management, a group of talented advisors who share our “client-first” mentality. Meet our newest team members: https://lnkd.in/eZsUqSKB
-
Benjamin Sayer, CFA, Alternative Investments Group Head, spoke with Coryanne Hicks at Kiplinger about the book he thinks is helpful for people both new to and experienced in investing: https://lnkd.in/eaSDyXgC
-
-
Megan Miller, CFP®, CDFA®, Senior Wealth Advisor, shared 4 tips for those thinking of gifting stocks this holiday season with Business Insider. Her key suggestions? 1️⃣ Reduce overweight positions 2️⃣ Decrease taxes for both gifter and recipient 3️⃣ Be aware of account custody rules when giving stocks to children 4️⃣ Plan ahead for a smooth transfer
-
-
At our recent Women’s Summit, we brought 29 dynamic leaders together to learn from each other and to find exciting ways we can frame and shape the future of advice for the financial needs of women. Our team discussed everything from how we can best support our female clients to how the women in the room grew in the financial industry and everything in between. Our key takeaway? We have a special group of women who work at MAI and who are eager to make change for the future.
-
Learning how to properly manage finances can be an overwhelming process for anyone, but especially for young adults earning a salary for the first time. We’ve answered a few common questions: https://lnkd.in/geZstFkW
-
-
At MAI, we are grateful for the well-respected partners we have, like Blue Owl Capital. Their team does a wonderful job of not only educating our advisors on the #alternative investment landscape and potential opportunities, but also our clients who are potentially interested in their alternative investment solutions.