Queens Oak Advisors & MAI Capital Management

Queens Oak Advisors (“Queens Oak”) has partnered with MAI Capital, effective December 10, 2021. Our firms share a commitment to supporting clients in reaching their financial goals through comprehensive financial planning and asset management strategies and services. As a combined team, we move forward with expansive resources and tools to meet our clients’ needs.

MAI provides holistic wealth management, financial planning and investment advisory services to high-net-worth individuals and families, business owners, professional athletes and entertainers. MAI is an ideal partner for Queens Oak, providing the resources and scale to enhance the client experience and expand our available offerings for clients.

At MAI you will continue to have:

• Advisor access. You will work directly with the Queens Oak team as you transition to MAI. We will continue to be your main point of contact and manage your financial plan. We will also be supported by the broader MAI team.
• Attentive client service. We work to develop meaningful partnerships with those who entrust their future to us. Our focus is to help prioritize your financial goals and guide you on the path toward meeting them.
• A trusted fiduciary. We will continue to put your interests first and uphold our fiduciary duties in our work with you.

As a result of the new partnership, you will now have access to:

• The backing of an extensive and experienced team. MAI has over 250 full-time employees. More than 75% of our professional staff have earned designations and advanced degrees, including Chartered Financial Analysts (CFA^®), CERTIFIED FINANCIAL PLANNERS™ (CFP^®), Certified Public Accountants (CPA) and MBAs.
• Personalized and comprehensive technology. MAI provides each client with personal financial and investment websites (MAI WealthView & MAI InvestView) that serve as dedicated and customized resources to help meet your objectives and provide real-time access to your accounts.
• Expansive resources to meet your financial needs. Our resources include investment management services, retirement and financial planning, family office services, and estate and legacy planning.

Our goal is to serve your specific financial needs through a relationship based on trust and by developing a customized strategy to help grow and preserve your wealth.

We’re here to answer any questions. We can now be reached at:

– Leila Evans: Leila.Evans@mai.capital

– Deems May: Deems.May@mai.capital

- Judy August: Judy.August@mai.capital

- Dolly Dudley: Dolly.Dudley@mai.capital

- Marcia Joines: Marcia.Joines@mai.capital

- Brandon Phillips: Brandon.Phillips@mai.capital

- Kevin Runge: Kevin.Runge@mai.capital

- Michele Stutts: Michele.Stutts@mai.capital

We look forward to being your partner today and for years to come. Welcome to MAI!

Best regards,

To learn more about our partnership, click here.