Trusts can be an important part of an #estateplan, but there are many types, and the selection process can be complex. Explore more about what #trusts are, who they can help, and why you might want to consider one: https://lnkd.in/eXT_u_F4
MAI Capital Management
Financial Services
Cleveland, Ohio 10,727 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
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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
Updates
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In her most recent Kiplinger byline, Regional President Leila Evans shared a few skills that she believes can help set up #college students for current and future #financial success. Read more here: https://lnkd.in/eUfgiBai
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Your finances are deeply personal, and understanding them is important for your future. Ryan Catanese, CPA, CFP®, Senior Wealth Advisor, Patrick Gingras, Regional President, Chuck Grimm, CPA, PFS, CFP®, MBA, Senior Wealth Advisor & Financial Planning Consultant, Ed Kuresman, CFA, Regional President, Albie MacDonald, CFP®, President, Advisory Referral Group, and Matt Mathias, Regional President, provided their recommended questions to ask to help guide you as you navigate the path to partnering with a #financial advisor: https://lnkd.in/efmSHEtc
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Congratulations to Carson Clough -- exceptional talent, extraordinary person, and now silver medalist for Team USA in the men's PTS4 division of the para triathlon at the #Paralympics in Paris! We are proud of you and continue to be inspired by your grit, determination and perseverance! And the video is 🔥🔥🔥 Carson Clough is a current client of MAI Capital Management, LLC, and is not being compensated directly or indirectly for participating in this event. We are aware of no material conflicts of interest resulting from the relationship on the part of Carson Clough with MAI. MAI Capital Management, LLC, is an investment adviser registered with the Securities and Exchange Commission.
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Because of increasing tuition costs in recent years, many people have had to take out #studentloans to cover educational expenses. It is important to remember that repaying those loans while planning for your #financial future is possible if you incorporate the right strategies. Learn more: https://lnkd.in/gkzsWGKS
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"Women’s sports have always had incredible #athletes, fierce competition, and exciting moments. Over the past year, they have started to get more of the recognition they deserve. Look at how the women’s Final Four drew more viewership than the men’s, and at the incredible women competing in the #Olympics, who currently have won more medals for the U.S. than their male counterparts. Tennis in particular has provided great opportunity for women – around 43% of all tennis players are women, a proportion that has been growing year over year, and nine of the ten highest-paid female athletes in the world are tennis players. I am pleased to see the greater support women athletes are getting now, but I am proud of the fact that this is nothing new to MAI. We have a deep history of serving women athletes and their unique #financial needs, and we’ve had female athletes as clients going back to the 1970s. This year, we were pleased to support #TennisInTheLand, a premier event for the top professional women’s tennis players, held in our great home city of Cleveland. We’ve come full circle, and that is really exciting for our firm." Rick Buoncore
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Today, MAI announced several leadership promotions that reflect our continued growth as well as the firm’s unwavering commitment to making a significant and positive impact on the lives and well-being of our clients. We would like to congratulate Joe McLean, John Zaller, CFA, Kurt Nye, CFA, and Jim Kacic on their well-deserved elevation to the Office of Managing Partner. We also welcome Lori Giesler who will support the firm as their Chief of Staff in conjunction with other roles at MAI’s parent company, Galway Holdings. Together with our Executive Chairman, Rick Buoncore, the group will provide day-to-day leadership of MAI. Read more here: https://lnkd.in/gcdXmVbe
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MAI’s Megan Miller, CFP®, CDFA® recently sat down with Will Flannigan of the The Wall Street Journal to talk about what he and other #millennials should be thinking about if they feel like they are behind on #retirement savings. Read more here: https://lnkd.in/eyuEHvPQ
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The #college experience is the first time many young people assume control of their budget and expenses. Learn a few tips our team recommends to help educate the college students in your life about #financial independence: https://lnkd.in/eBMxg9cR
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MAI Capital Management reposted this
Our interns wrapped up their time at MAI Capital Management and are heading back to the classroom. Throughout the summer, they created a weekly newsletter, spent time with various departments learning about the #RIA business, and in the end, wanted to extend their experience learning from our team. We are excited to see what the future holds for this impressive group!