Skip to Content

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

July 21, 2022

Intersect Capital and MAI Capital

Joe McLean and Intersect Capital Join in Growth of MAI Capital Management CLEVELAND, OH and SAN RAMON, CA – JULY 21, 2022

June 27, 2022

Winfield Associates and MAI Capital Are Excited to Announce Their Partnership

Winfield Associates and MAI Capital Are Excited to Announce Their Partnership

June 27, 2022

Market Update Video - June 2022

In this segment of MAI’s Market Update, Andrew Zalic joins John Zaller to share his insights on how companies within his research coverage are navigating the current economic environment.