Our history of serving taxable, high net worth individuals allows us to customize our investment approach to each client’s needs, balancing tax efficiency, risk tolerance, wealth preservation, business ownership, and one-time liquidity events.

Our investment committee works hard to maintain the quality of investments that MAI clients have come to recognize as our distinguishing attribute. We look at many different strategies to ensure that your personal portfolio is instrumental in the growth and preservation of your financial goals.

MAI’s capabilities include:

• Asset Allocation Strategies including alternative asset classes
• External Manager Selection
• Disciplined Growth Strategies
• Dividend Strategies
• Large Cap Core Strategies
• ETF Strategies
• Fixed Income Management
• Portfolio Performance Reporting

• Portfolio Structure & Diversification Strategies

In addition to serving individual clients, our investment discipline enables us to provide advisory services to institutions including endowments, foundations, profit sharing plans and private investment funds.