Company intelligence
MAI Capital Management
National RIA empowering you to simplify, protect, & grow your wealth.
About MAI Capital Management
Founded on a handshake in 1973 between Arnold Palmer and legendary sports agent, Mark McCormack, MAI Capital Management was created with the sole purpose of making clients’ lives easier. While many things have changed over the past 50 years, our mission as a registered investment adviser has not: we work to empower clients to simplify, protect, and grow their wealth. MAI serves the wealth management and sports & entertainment businesses, continuously expanding our clientele to include those who need specialized financial planning assistance. We are driven by a fiduciary duty to act in our clients’ best interests and have developed a variety of solutions to serve the breadth of their needs. We provide financial & estate planning, investment management, tax planning & preparation, insurance & risk management, accounting & bill pay, and philanthropy advice as well as boutique services like family office or specialized solutions to people in the sports and entertainment industries.
Verified activity
Signals from MAI Capital Management
4 published signals
Research & Knowledge
MAI Capital Management published an article by Vaughn Schill detailing his journey from a college All-American to an entrepreneur in wealth management.
Reported by MAI Capital Management
Presence & Recognition
MAI Capital Management sponsored and participated in the Cancer Support Community San Francisco Bay Area's annual Golf Classic at Blackhawk Country Club.
Reported by MAI Capital Management
People
MAI Capital Management welcomed Amy Brady as a Managing Partner in the Office of Managing Partners.
Reported by MAI Capital Management
Presence & Recognition
MAI Capital Management, LLC recognized Drew Brees as a Pro Football Hall of Fame induction contributor with MAI Senior Wealth Advisor John Palguta.
Reported by MAI Capital Management