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

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