Chris Grisanti Appears on CNBC’s ’The Exchange’: Fed Rate Hike

Chris Grisanti, Chief Equity Strategist at MAI Capital Management joined Brian Weinstein, Head of Fixed Income at Morgan Stanley Investment Management, on CNBC’s ‘The Exchange’ to discuss the possibility for a soft landing and the Fed rate hike plan for June.

View the video here: https://cnb.cx/45oF7o6


By clicking on the above link, you will leave MAI’s site and will be directed to a third-party site which MAI does not endorse and is not affiliated.  Some third-party sites require registration or subscription to view content. Please see MAI’s disclosure page for more information. Investment Advisory and Financial Planning Services are offered through MAI Capital Management (“MAI”), an SEC Registered Investment Adviser.  No offer is made to buy or sell any security or investment product. This is not a solicitation to invest in any investment product of MAI. The information provided is for demonstrative and academic purposes and is meant to provide valuable insight on market cycles, but it should not be regarded as a complete analysis of the topics discussed and it is NOT a recommendation to buy or sell any security. The information may include projections or other forward-looking statements regarding future events, targets, intentions or expectations. Due to various risks and uncertainties, actual events or results may differ materially from those reflected or contemplated in such forward-looking statements. There is no guarantee that projected returns or risk assumptions will be realized or that an investment strategy will be successful. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Investing involves risk, including the potential loss of principal. No investment can guarantee a profit or protect against loss in periods of declining value. All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy. Opinions and projections are as of the date of their first inclusion herein and are subject to change without notice to the reader.  Any investments referenced in the interview above may currently be held or traded by MAI. The securities identified and described herein may not represent all the securities purchased, sold or recommended for client accounts. As with any analysis of economic and market data, it is important to remember that past performance is no guarantee of future results. The reader/viewer should not assume that an investment in the securities identified was or will be profitable.

Joe McLean On CNBC Stock Draft With DK Metcalf, Seattle Seahawks Wide Receiver

MAI’s Chief Growth and Innovation Officer, Joe McLean, tackled the CNBC Stock Draft last week with Seattle Seahawks wide receiver, DK Metcalf to promote financial literacy and to have some fun!

Watch DK discuss their team’s name, Team Own Not Loan, his path toward financial responsibility, and the possibility of owning a sports franchise in the future: click here.

You can see DK Metcalf and Joe McLean make their first round pick here.


By clicking on the above link, you will leave MAI’s site and will be directed to a third-party site which MAI does not endorse and is not affiliated.  Some third-party sites require registration or subscription to view content.  Please see MAI’s disclosure page for more information.

DK Metcalf is a client of MAI Capital Management, LLC, and is not being compensated directly or indirectly for participating in this event.  MAI Capital Management, LLC, is an investment adviser registered with the Securities and Exchange Commission.

Investment Advisory and Financial Planning Services are offered through MAI Capital Management (“MAI”), an SEC Registered Investment Adviser.  No offer is made to buy or sell any security or investment product.  This is not a solicitation to invest in any investment product of MAI.  The information provided is for demonstrative and academic purposes and is meant to provide valuable insight on market cycles, but it should not be regarded as a complete analysis of the topics discussed and it is NOT a recommendation to buy or sell any security. The information may include projections or other forward-looking statements regarding future events, targets, intentions or expectations.  Due to various risks and uncertainties, actual events or results may differ materially from those reflected or contemplated in such forward-looking statements.  There is no guarantee that projected returns or risk assumptions will be realized or that an investment strategy will be successful. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Investing involves risk, including the potential loss of principal. No investment can guarantee a profit or protect against loss in periods of declining value. All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy. Opinions and projections are as of the date of their first inclusion herein and are subject to change without notice to the reader.  Any investments referenced in the interview above may currently be held or traded by MAI. The securities identified and described herein may not represent all the securities purchased, sold or recommended for client accounts. As with any analysis of economic and market data, it is important to remember that past performance is no guarantee of future results. The reader/viewer should not assume that an investment in the securities identified was or will be profitable.

Chris Grisanti Appears on CNBC’s ’The Exchange’

Chris Grisanti, Chief Equity Strategist & Senior Portfolio Manager, MAI, joined CNBC’s ‘The Exchange’ with Mike Santoli to discuss home builders and investment opportunities in the healthcare sector.

View the video here: https://cnb.cx/3AwVCQU


By clicking on the above link, you will leave MAI’s site and will be directed to a third-party site which MAI does not endorse and is not affiliated.  Some third-party sites require registration or subscription to view content. Please see MAI’s disclosure page for more information.

Investment Advisory and Financial Planning Services are offered through MAI Capital Management (“MAI”), an SEC Registered Investment Adviser.  No offer is made to buy or sell any security or investment product. This is not a solicitation to invest in any investment product of MAI. The information provided is for demonstrative and academic purposes and is meant to provide valuable insight on market cycles, but it should not be regarded as a complete analysis of the topics discussed and it is NOT a recommendation to buy or sell any security. The information may include projections or other forward-looking statements regarding future events, targets, intentions or expectations. Due to various risks and uncertainties, actual events or results may differ materially from those reflected or contemplated in such forward-looking statements. There is no guarantee that projected returns or risk assumptions will be realized or that an investment strategy will be successful. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Investing involves risk, including the potential loss of principal. No investment can guarantee a profit or protect against loss in periods of declining value. All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy. Opinions and projections are as of the date of their first inclusion herein and are subject to change without notice to the reader.  Any investments referenced in the interview above may currently be held or traded by MAI. The securities identified and described herein may not represent all the securities purchased, sold or recommended for client accounts. As with any analysis of economic and market data, it is important to remember that past performance is no guarantee of future results. The reader/viewer should not assume that an investment in the securities identified was or will be profitable.

MAI Capital Management Named to 2023 USA Today Best Financial Advisory Firms

We are pleased to share that MAI has been named to the USA Today Best Financial Advisory Firms. With 32,000 RIA firms in the United States at the end of 2021, USA Today and Statista narrowed down that daunting number to the top 500 firms based on growth of their assets under management and recommendations from clients and peers, and MAI is part of that list. Read more here


In the case above, the sponsoring organization reviewed public information about MAI; MAI did not submit a survey or application. In no case does MAI pay a fee to be considered for an award or to participate in rankings. Further, MAI is not required to be a subscriber to USA Today to be included in their rankings or awards.

USA Today and Statista awarded the “Best Financial Advisory Firm” in the U.S. The ranking of the best registered investment advisory firms (RIA Firms) is based on two dimensions: recommendations by clients and peers and a firm’s growth of assets under management (AUM). The selection of the firms and the definition of the evaluation criteria were based on independent journalistic criteria of USA TODAY and Statista.

To be recognized as one of USA TODAY’s Best Financial Advisory Firms the following requirements had to be met: 1. The firm is registered as an RIA firm with the SEC or at state level for at least one year 2. The firm has a principal office in the United States 3. The firm has a clean disciplinary record 4. The firm offers financial planning services or portfolio management for individuals and/or small businesses 5. The firm’s AUM must be greater than $500,000 6. The firm achieved an overall score among the top 500.

The evaluation was carried out by the statistics and market research company Statista. USA TODAY and Statista make no claim to the completeness of the firms examined. A position in the ranking is a positive recognition based on research of publicly available data sources at the time and extensive surveys. In addition, events after February 24, 2023 were no longer considered in the analysis. As such, the results of this list should not be used as the sole source of information for future deliberations. The information provided through this top list should rather be considered in conjunction with other available information about a financial advisory firm. The quality of financial advisory firms that are not included in the ranking is not disputed. For further information on the methodology please click here.

In the case above, the sponsoring organization reviewed public information about MAI; MAI did not submit a survey or application. In no case does MAI pay a fee to be considered for an award or to participate in rankings. Further, MAI is not required to be a subscriber to USA Today to be included in their rankings or awards.

MAI Featured on CNBC ‘Power Lunch’

Chris Grisanti, Chief Equity Strategist at MAI Capital Management, joined ‘Power Lunch’ to discuss his investing takes on three stocks. View The Video


By clicking on the above link, you will leave MAI’s site and will be directed to a third-party site which MAI does not endorse and is not affiliated.  Some third-party sites require registration or subscription to view content.  Please see MAI’s disclosure page for more information.

Investment Advisory and Financial Planning Services are offered through MAI Capital Management (“MAI”), an SEC Registered Investment Adviser.  No offer is made to buy or sell any security or investment product.  This is not a solicitation to invest in any investment product of MAI.  The information provided is for demonstrative and academic purposes and is meant to provide valuable insight on market cycles, but it should not be regarded as a complete analysis of the topics discussed and it is NOT a recommendation to buy or sell any security. The information may include projections or other forward-looking statements regarding future events, targets, intentions or expectations.  Due to various risks and uncertainties, actual events or results may differ materially from those reflected or contemplated in such forward-looking statements.  There is no guarantee that projected returns or risk assumptions will be realized or that an investment strategy will be successful. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Investing involves risk, including the potential loss of principal. No investment can guarantee a profit or protect against loss in periods of declining value. All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy. Opinions and projections are as of the date of their first inclusion herein and are subject to change without notice to the reader.  Any investments referenced in the interview above may currently be held or traded by MAI. The securities identified and described herein may not represent all the securities purchased, sold or recommended for client accounts. As with any analysis of economic and market data, it is important to remember that past performance is no guarantee of future results. The reader/viewer should not assume that an investment in the securities identified was or will be profitable.

MAI featured in Military Officer Magazine

Group Head of MAI Retirement Keola Elobt shared his insights in Military Officer Magazine about what to do if you have inherited a retirement account and tips for how to avoid an early-withdrawal penalty.

Read The Article Here

By clicking on the above link, you will leave MAI’s site and will be directed to a third-party site which MAI does not endorse and is not affiliated.  Some third-party sites require registration or subscription to view content.  Please see MAI’s disclosure page for more information.

Investment Advisory and Financial Planning Services are offered through MAI Capital Management (“MAI”), an SEC Registered Investment Adviser.  No offer is made to buy or sell any security or investment product.  This is not a solicitation to invest in any investment product of MAI.  The information provided is for demonstrative and academic purposes and is meant to provide valuable insight on market cycles, but it should not be regarded as a complete analysis of the topics discussed and it is NOT a recommendation to buy or sell any security. The information may include projections or other forward-looking statements regarding future events, targets, intentions or expectations.  Due to various risks and uncertainties, actual events or results may differ materially from those reflected or contemplated in such forward-looking statements.  There is no guarantee that projected returns or risk assumptions will be realized or that an investment strategy will be successful. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Investing involves risk, including the potential loss of principal. No investment can guarantee a profit or protect against loss in periods of declining value. All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy. Opinions and projections are as of the date of their first inclusion herein and are subject to change without notice to the reader.  Any investments referenced in the interview above may currently be held or traded by MAI. The securities identified and described herein may not represent all the securities purchased, sold or recommended for client accounts. As with any analysis of economic and market data, it is important to remember that past performance is no guarantee of future results. The reader/viewer should not assume that an investment in the securities identified was or will be profitable.

MAI featured on Fox Business

Chris Grisanti, MAI’s Chief Equity Strategist, appeared on Fox Business Network’s “Mornings with Maria” to discuss the current market environment. He offered an outlook around the upcoming earnings season and what he is watching among economic indicators. He explains, “there is still room on the downside, but I wouldn’t head for the hills.” 

Click here to watch the full segment

By clicking on the above link, you will leave MAI’s site and will be directed to a third-party site which MAI does not endorse and is not affiliated.  Some third-party sites require registration or subscription to view content.  Please see MAI’s disclosure page for more information.

Investment Advisory and Financial Planning Services are offered through MAI Capital Management (“MAI”), an SEC Registered Investment Adviser.  No offer is made to buy or sell any security or investment product.  This is not a solicitation to invest in any investment product of MAI.  The information provided is for demonstrative and academic purposes and is meant to provide valuable insight on market cycles, but it should not be regarded as a complete analysis of the topics discussed and it is NOT a recommendation to buy or sell any security. The information may include projections or other forward-looking statements regarding future events, targets, intentions or expectations.  Due to various risks and uncertainties, actual events or results may differ materially from those reflected or contemplated in such forward-looking statements.  There is no guarantee that projected returns or risk assumptions will be realized or that an investment strategy will be successful. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Investing involves risk, including the potential loss of principal. No investment can guarantee a profit or protect against loss in periods of declining value. All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy. Opinions and projections are as of the date of their first inclusion herein and are subject to change without notice to the reader.  Any investments referenced in the interview above may currently be held or traded by MAI. The securities identified and described herein may not represent all the securities purchased, sold or recommended for client accounts. As with any analysis of economic and market data, it is important to remember that past performance is no guarantee of future results. The reader/viewer should not assume that an investment in the securities identified was or will be profitable.

Chris Grisanti on CNBC ‘The Exchange’: The banking crisis fallout

Chris Grisanti, MAI Chief Equity Strategist & Senior Portfolio Manager, alongside Bianco Research’s, Jim Bianco, joined ‘The Exchange’ on CNBC to discuss the banking crisis fallout, the potential for a Fed pause, and the benefits of bonds.

CLICK HERE TO VIEW

By clicking on the above link, you will leave MAI’s site and will be directed to a third-party site which MAI does not endorse and is not affiliated.  Some third-party sites require registration or subscription to view content.  Please see MAI’s disclosure page for more information.

Investment Advisory and Financial Planning Services are offered through MAI Capital Management (“MAI”), an SEC Registered Investment Adviser.  No offer is made to buy or sell any security or investment product.  This is not a solicitation to invest in any investment product of MAI.  The information provided is for demonstrative and academic purposes and is meant to provide valuable insight on market cycles, but it should not be regarded as a complete analysis of the topics discussed and it is NOT a recommendation to buy or sell any security. The information may include projections or other forward-looking statements regarding future events, targets, intentions or expectations.  Due to various risks and uncertainties, actual events or results may differ materially from those reflected or contemplated in such forward-looking statements.  There is no guarantee that projected returns or risk assumptions will be realized or that an investment strategy will be successful. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Investing involves risk, including the potential loss of principal. No investment can guarantee a profit or protect against loss in periods of declining value. All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy. Opinions and projections are as of the date of their first inclusion herein and are subject to change without notice to the reader.  Any investments referenced in the interview above may currently be held or traded by MAI. The securities identified and described herein may not represent all the securities purchased, sold or recommended for client accounts. As with any analysis of economic and market data, it is important to remember that past performance is no guarantee of future results. The reader/viewer should not assume that an investment in the securities identified was or will be profitable.

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

MAI is pleased to announce that Naples, Florida Regional President Matthew Mathias has been named to the 2023 Five Star Southwest Florida Wealth Manager Award list. Matt’s recognition on the Five Star Wealth Managers list showcases MAI’s commitment to its clients and standing in the industry.

Matt’s integrity, dependability, and dedication to his clients’ overall wellbeing guides him when he offers strategic and personalized financial planning advice. He takes a hands-on approach to working with clients and their families to ensure they receive the best care possible. These values translate into his work in the community as well as the office. Matt’s contributions to his hometown of Naples, Florida have included being a Board Member of the Boys & Girls club, the Take Stock in Children program and more. He also volunteered to work with students in a local financial literacy organization, was a committee member for the Naples Community Hospital, and Founder and Chair of the Board for Phoenix Education Network.

“The most fulfilling aspect of my job is that my clients are truly friends and family to me. I have the ability to enrich their lives through the comfort I can provide them from the wealth management perspective. Knowing that I have made a positive impact on their lives is priceless,” Matt noted.

MAI is proud of Matt’s accomplishments and recognition on this list and looks forward to future achievements that the team will accomplish throughout the remainder of 2023 and beyond.

Disclosure:

In no case does MAI pay a fee to be considered for an award or to participate in rankings. Further, MAI is not required to be a subscriber to any other group to be included in their rankings or awards.

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.

By clicking on the above link, you will leave MAI’s site and will be directed to a third-party site which MAI does not endorse and is not affiliated. Some third-party sites require registration or subscription to view content.

This award was issued on 02/01/23 by Five Star Professional (FSP) for the time period 06/13/22 through 12/09/22. Five Star winners do not pay to win or to be considered for the award. Professionals showing up in Featured Results, however, may have paid a fee to appear there.

Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 642 Southwest Florida-area wealth managers were considered for the award; 76 (12% of candidates) were named 2023 Five Star Wealth Managers.

The award is based on 10 objective criteria. Eligibility criteria-required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria-considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients.

The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Visit www.fivestarprofessional.com.

MAI Featured in MarketWatch

S&P 500 rallies to close at nearly 2-month high, Nasdaq advances 1.8% as investors digest GDP report, earnings.

Chief Equity Strategist Chris Grisanti shares insight on the impact the Federal Reserve’s policies have on the economy, and his outlook for the market.

CLICK HERE TO VIEW

By clicking on the above link, you will leave MAI’s site and will be directed to a third-party site which MAI does not endorse and is not affiliated.  Some third-party sites require registration or subscription to view content.  Please see MAI’s disclosure page for more information.

Investment Advisory and Financial Planning Services are offered through MAI Capital Management (“MAI”), an SEC Registered Investment Adviser.  No offer is made to buy or sell any security or investment product.  This is not a solicitation to invest in any investment product of MAI.  The information provided is for demonstrative and academic purposes and is meant to provide valuable insight on market cycles, but it should not be regarded as a complete analysis of the topics discussed and it is NOT a recommendation to buy or sell any security. The information may include projections or other forward-looking statements regarding future events, targets, intentions or expectations.  Due to various risks and uncertainties, actual events or results may differ materially from those reflected or contemplated in such forward-looking statements.  There is no guarantee that projected returns or risk assumptions will be realized or that an investment strategy will be successful. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Investing involves risk, including the potential loss of principal. No investment can guarantee a profit or protect against loss in periods of declining value. All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy. Opinions and projections are as of the date of their first inclusion herein and are subject to change without notice to the reader.  Any investments referenced in the interview above may currently be held or traded by MAI. The securities identified and described herein may not represent all the securities purchased, sold or recommended for client accounts. As with any analysis of economic and market data, it is important to remember that past performance is no guarantee of future results. The reader/viewer should not assume that an investment in the securities identified was or will be profitable.