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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

December 1, 2022

Is the stock market in a bottoming process around its September lows?

Is the stock market in a bottoming process around its September lows? Chris Grisanti, MAI’s chief equity strategist, joins 'Power Lunch' to discuss the silver lining in today's equity markets, where he would be looking for potential opportunity and more.

November 7, 2022

MAI Capital Management’s Lesa Evans Recognized by Crain’s Cleveland Business on Excellence in HR award list

MAI Capital Management’s Lesa Evans Recognized by Crain’s Cleveland Business on Excellence in HR award list

November 2, 2022

MAI Capital Management Appoints New CFO

The Cleveland-based RIA adds Tony Amador as CFO; Jim Kacic assumes role of President of M&A and Shared Services