Website Terms and Conditions

MAI’s website is for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation, or as an offer to provide advisory or other services. The information contained on this web site should not be construed as financial or investment advice on any subject matter.

Any individual is allowed to view, print, and link to these pages provided they observe the following:

  1. The documents can only be used for non-commercial purposes.
  2. Our documents may not be associated with anything which is illegal, unethical or immoral.
  3. Our documents may only be used for informational purposes

Third Party Information

Financial Market Information; No Warranty: Our Third Party vendor makes available certain financial market data, quotes, news, research and opinions or other financial information. We do not guarantee or certify the accuracy, completeness, timeliness or correct sequencing of the Information made available through us, the Information Providers or any other third party transmitting the Information (the “Information Transmitters”).

All such Information is provided “as-is” and “as-available.” You agree that neither we nor any of the Information Providers or the Information Transmitters shall be liable in any way for the accuracy, completeness, timeliness or correct sequencing of the Information, or for any decision made or action taken by you relying upon the Information. You further agree that neither we nor any of the Information Providers or the Information Transmitters will be liable in any way for the interruption of any data, Information or other aspect of the Electronic Services. You understand that none of the Information (including Research Reports) available through the Electronic Services constitutes a recommendation or solicitation that you should purchase or sell any particular service.


Additional information about awards and rankings:

In each case below, MAI responded to a survey from the sponsoring organization.  In no case did MAI pay a fee to participate.

Barron's: Top 100 Independent Wealth Advisors: The ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors' practices.  The scoring system assigns a top score of 100 and rates the rest by comparing them to the winner.

The Financial Times 300 Top Registered Investment Advisers is an independent listing produced annually by the Financial Times (June 2017).  The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT's research.  The listing reflected each practice's performance in six primary areas: assets under management, asset growth, compliance record, years in existence, credentials and online accessibility.  The award does not evaluate the quality of services provided to clients and is not indicative of the practice's future performance.  Neither the RIA firms nor their employees pay a fee to the Financial Times in exchange for inclusion in the FT 300.

The NEO Success Awards recognizes the top performing companies in the Northeast Ohio region that embody the determination to grow and strengthen our local community.  The NEO Success Award is unique in its combined measurement of business success in sales and employee growth and profitability.

The Weatherhead 100 recognizes companies for their percent of revenue growth over the past five years.  Qualifying firms exhibit: 12-month period of net sales from 2011-2015; 2011 net sales must be at least $100,000; headquartered in Ashland, Cuyahoga, Erie, Geauga, Huron, Lake, Lorain, Mahoning, Medina, Portage, Richland, Stark, Summit, Trumball or Wayne County; not a franchise or subsidiary of another company between 2011-2015; must be a for-profit organization.


Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance results.  These rankings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.

View additional information in MAI's Form ADV filings with the U.S. Securities and Exchange Commission: