Rodman Capital Management and MAI Capital Management Are Excited to Announce Their Partnership
MAI and RCM share a client-first philosophy and focus on helping clients achieve their financial goals. We are pleased to announce our partnership, moving forward with the same commitment to goals-based investment management solutions.
MAI provides comprehensive wealth management and investment advisory services to high-net-worth families. MAI is an ideal partner for RCM, providing the resources and scale to enhance your client experience.
At MAI you will continue to have:
- Advisor access. You will continue to work directly with David as you transition to MAI. David and your dedicated MAI Team Leader will 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 towards meeting them.
- A trusted fiduciary. We will always maintain a fiduciary approach, putting your interests first.
As a result of the new partnership, you will now have access to:
- The backing of an extensive and experienced team. MAI has 140 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 a personal financial website that serves as a dedicated and customized resource to help meet your needs and provides 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 grow and preserve your wealth.
We’re here to answer any questions. David can be reached at his new email address: david.rodman@mai.capital.
We look forward to being your partner today and for years to come. Welcome to MAI!
Best regards,
Rick Buoncore
Managing Partner,
MAI Capital Management
David Rodman
Managing Director,
MAI Capital Management
To learn more about our partnership, click here.
