Firm
- - - Our Firm
- - - We are partners and fiduciaries on a mission to shape the future of advice to help make a significant and positive impact on the lives and well-being of our clients.
  - - About MAI
    - Advantage and Values
    - Awards and Rankings
    - History
    - Community
Services
- - - Our Services
- - - Individuals and Families
    - Wealth Management
    - Family Office
  - - Advisors and Institutions
    - MAI Invest
    - MAI Funds
    - Athletes and Entertainers
    - MAI Sports and Entertainment
  - - Employees and Employers
    - MAI Retirement
Team
- - - Our Team
- - - We are a story of authenticity, diversity, purpose, and values driven by an in-house team that blends the entrepreneurial spirit of a boutique firm with the comprehensive resources of an established leader.
  - - Our Offices
    - Firm Leadership
Resources
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OUR FIRM

A Fiduciary Partner

THE MAI ADVANTAGE

Clarifying the Complex

We take a highly personal approach and deliver objective, tailored advice, integrated wealth management, and access to private investments to help clients achieve their goals and build wealth that lasts.

Fiduciary

A duty to act in the best interest of your financial wellbeing.

Integrated & Expansive

Full array of wealth services, solutions, and alternative investments.

Highly Personalized

Tailored approach with proactive ideas and problem-solving.

In-House & Experienced

Dedicated and credentialed team supported by our trusted network.

OUR PILLARS

Taking Care of

Our Clients

Everything we do is driven by one powerful purpose: to empower clients to simplify, protect, and grow the wealth they have worked so hard to build – freeing their time to enjoy it.

Each Other

At MAI Capital, we have built a culture of character, one where we are inspired to serve others. We win when we work together and can rely on each other, so we encourage an environment where employees speak truthfully, share ideas openly, and act responsibly.

Our Communities

We take an active role in our communities in order to connect with others, pay forward our successes, and share resources. At MAI, we are servants – of our clients, of each other, and of our communities.

Awards and Rankings

MAI is proud to be recognized as one of the top Registered Investment Advisors in the nation.

See All of Our Accolades ›

Rankings

Advisors at MAI Capital Management Named 2023 Best-In-State Wealth Advisor by Forbes

News Rankings

MAI’s Matt Mathias Named to Five Star Southwest Florida Wealth Manager List in 2023

Awards

Joan Malloy Recognized on Forbes Top Women Wealth Advisors Best-In-State List

MAI at-a-Glance

$16.4bn

Assets Under Management*

23

Offices Nationwide

375+

Employees

*3/31/2023

OUR HISTORY

Celebrating 50 Years

1973

Originally established as Investment Advisors International, Inc. in 1973, IAI was an affiliate of International Management Group (IMG), the world’s premier sports and lifestyle management and marketing firm founded by Mark McCormack. IAI originally served the needs of athletes who were looking for diversified financial management.

Both IAI and IMG evolved from a handshake deal between Arnold Palmer and Mark McCormack in which Palmer accepted McCormack’s offer to handle his business affairs so that Palmer could concentrate on golf.

2004

McCormack Advisors becomes independent of IMG.

2007

On January 31, 2007, BC Investment Partners LLC acquired McCormack Advisors International LLC, which resulted in Rick Buoncore becoming Managing Partner. BC Investment Partners LLC was renamed MAI Wealth Advisors LLC (MAI).

2014

Firm renamed MAI Capital Management, LLC.

2017

MAI formed partnership with Wealth Partners Capital Group, LLC, a Florida-based financial services holding company, to facilitate ongoing growth via mergers and acquisitions.

2020

MAI launches MAI Sports + Entertainment elevating MAI’s 45-year history of providing comprehensive wealth management services to athletes and entertainment professionals.

2021

MAI is acquired by Galway Holdings, LP, a financial services distribution company, to support future growth and propel ongoing M&A plans.

Community Focus

Taking care of the communities in which we live and work starts at the top with our Managing Partner, Rick Buoncore, who believes in putting people first, and that belief resonates throughout the culture of MAI Capital Management.