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
April 29, 2022
MAI's Jim Kacic Recognized as a Crain’s Cleveland Business Notable in Finance
MAI Capital Management is thrilled to announce Jim Kacic has been named to Crain’s Cleveland Business Notables in Finance 2022 list
April 28, 2022
MAI Recognized on Charlotte Business Journal’s Top Financial Planning and Wealth Management Firms 2022 Lists
MAI is pleased to announce its inclusion on this year’s Top Financial Planning and Wealth Management Firms lists by Charlotte Business Journal
April 20, 2022
Market Update Video - April 2022
In this segment of MAI’s Market Update, Chris Grisanti joins John Zaller to discuss how investors should respond to a more volatile market environment
