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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

June 24, 2022

Winfield Associates and MAI Capital Are Excited to Announce Their Partnership

Winfield Associates and MAI Capital Are Excited to Announce Their Partnership

May 18, 2022

Market Update Video - May 2022

In this segment of MAI’s Market Update, John Zaller answers some frequently asked questions from our clients amidst the current market volatility.

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