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
February 2, 2023
MAI’s Matt Mathias Named to Five Star Southwest Florida Wealth Manager List in 2023
MAI is pleased to announce that Naples, Florida Regional President Matthew Mathias has been named to the 2023 Five Star Southwest Florida Wealth Manager Award list.
January 31, 2023
MAI featured in MarketWatch
Chief Equity Strategist Chris Grisanti shares insight on the impact the Federal Reserve’s policies have on the economy, and his outlook for the market.
January 19, 2023
January 2023 Market Update with John Zaller
On this segment of MAI’s Market Update, John Zaller, CIO of MAI Capital, reviews the challenging performance environment in 2022 and discusses the outlook for 2023 and beyond.
