Smith Capital Management and MAI Capital Management Are Excited to Announce Their Partnership
MAI and Smith Capital Management (“SCM”) share the philosophy of helping clients reach their financial goals through customized solutions and personalized client service. We are pleased to announce our partnership, driving forward with a shared commitment to clients and dedication to serving their needs.
MAI provides comprehensive wealth management and investment advisory services to high-net-worth families. MAI is an ideal partner for SCM, providing the resources and scale to enhance the client experience and expand the available offerings for clients.
At MAI you will continue to have:
- Advisor access. You will continue to work directly with Stephen and Jay as you transition to MAI. They will continue to be your main points of contact and manage your financial plan, and 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 toward 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 over 175 full-time employees. More than 70% 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 needs 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 grow and preserve your wealth.
We’re here to answer any questions. Stephen and Jay can be reached at their new email addresses:
– Stephen Chaffin: stephen.chaffin@mai.capital
– Jay White: jay.white@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
Stephen Chaffin
Regional Managing Director,
MAI Capital Management
Jay White
Regional Managing Director,
MAI Capital Management
