Goals-Based Planning and Investing
Working collaboratively with clients to clearly understand their unique situation allows us to deliver the best possible solutions
In The News
January 20, 2022
Market Update Video - January 2022
In this segment of MAI’s Market Update, John Zaller discusses the market's performance in 2021 and the outlook for 2022 and beyond
January 5, 2022
MAI Featured in Financial Advisor IQ (January 5, 2022)
Financial Advisor IQ covers MAI’s recent partnerships in the New York area and how they will expand the firm’s core capabilities
January 4, 2022
MAI Capital Management Expands to Connecticut With Addition of New Advisor
Patrick Gingras joins as Regional President and strengthens the firm’s presence in the Northeast
