MAI Capital Management - aVenture Asset Manager Research
Location
Cleveland, OH, US
Founded
1973
MAI Capital Management is a comprehensive wealth management firm offering a wide range of services to individuals, families, advisors, institutions, athletes, and entertainers. Their integrated approach encompasses investment management, retirement planning, estate planning, and tax planning. The firm operates as a Registered Investment Advisor (RIA) with an open architecture platform.
MAI Capital Management prides itself on being a fiduciary partner focused on making a positive impact on clients' lives and well-being. The firm combines the entrepreneurial spirit of a boutique firm with the extensive resources of an established institution. Their team emphasizes authenticity, diversity, and purpose-driven values in their approach to wealth management and financial advisory services.
MAI Capital Management - Portfolio Snapshot
Portfolio activity breakdown across disclosed investments and stages
