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MAI Capital

National RIA empowering you to simplify, protect, & grow your wealth.

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 manageme

nt 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.

07/16/2026

Last month we gathered more than 40 of our senior women leaders in Scottsdale, Arizona, for our bi-annual Executive Women’s Forum! Over three days, this incredible group focused on strategic growth, professional development, and the evolving landscape of wealth management.

At MAI, we know that investing in our people directly strengthens the support and guidance we provide to our clients. As women continue to play an increasingly central role in global wealth stewardship, our team is dedicated to growing alongside the families we serve.

Want to see what we covered? Click the link to read our latest blog post exploring the core pillars of the MAI Women’s Network and key takeaways from the forum: https://hubs.ly/Q04px5c10

07/15/2026

If you have children, July 4th marks the start of something new — Trump Accounts, a federally backed investment account designed to give children a head start on long term savings.

Before opening an account, it helps to understand how they work. Contribution rules, tax implications, and the decisions families face when a child turns 18 may be worth thinking through before diving in.

We've covered everything you need to know in our latest article: https://hubs.ly/Q04pwBm-0

07/14/2026

For many athletes, the transition that comes after a playing career can be one of the hardest ones of all.

It's a seldom-talked-about battle. Walking away from sport can involve a reinvention of identity and can bring real uncertainty and anxiety.

MAI's Joel Lowry knows that transition firsthand. In our latest article, he opens up about his journey from the ice to the office, the vulnerability of starting over, and how he channels his athletic discipline to help clients navigate their financial journeys.

Read the full article here: https://hubs.ly/Q04pbQ-s0

07/04/2026

250 years ago, a new nation issues its first currency and dared to build something the world had never seen.

Since then, American finance has grown from that first dollar into one of the world’s deepest capital markets – built on milestones like the NYSE and the ERISA Act, which helped secure retirement for many Americans.

We’ve been part of that story since 1973, helping families and institutions work toward building wealth though the chapters that matter.

Happy 250th America. Here’s to the next 250!

06/30/2026

Proud to support Junior Achievement of Greater Cleveland at this year’s Bowlathon!

Team MAI hit the lanes to help raise money for JA programs that empower students with financial literacy, career readiness, and entrepreneurship skills. A big thank you to our bowlers — Tyler Colton, Kelley Drumm, Paul Yanke, and Nicole Zidlicky — for representing MAI and supporting such an impactful organization.

06/26/2026

Is Microsoft a value stock? 📉

For the first time in a decade, market shifts are changing how investors view the company. On his latest appearance on CNBC’s The Exchange, Chris Grisanti discusses Microsoft's current valuation, why some investors may have soured on the stock, and how he views it as a potential value play.

Watch the full segment to hear Chris’ analysis:
https://hubs.ly/Q04mLK8W0

06/25/2026

The NIL earnings window is short, but the decisions made during it can last a lifetime. A financial advisor can help athletes evaluate tax considerations, build toward long-term financial goals, and create a cash management plan.

Read our guide designed to help turn early earnings into long-term financial wellness: https://hubs.ly/Q04lz1Jl0

06/22/2026

NIL doesn't just affect athletes, it impacts families navigating tax filing, FAFSA, and multistate income for the first time. Our chart provides a general overview of NIL income categories and how each may be treated.

For a helpful starting point understanding NIL earnings, read our new guide here: https://hubs.ly/Q04lzK170

06/21/2026

Today, we celebrate the fathers and father figures whose guidance, care, and steady support leave a lasting impact.

Happy Father’s Day from MAI.

06/19/2026

Juneteenth is a day to pause, remember, and recognize the meaning of freedom in our nation’s history.

Today, we honor the significance of June 19 and the history this day holds.

Address

6050 Oak Tree Boulevard Suite 500
Cleveland, OH
44131

Opening Hours

Monday	8am - 5pm
Tuesday	8am - 5pm
Wednesday	8am - 5pm
Thursday	8am - 5pm
Friday	8am - 5pm

Website

http://mai.capital/

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