MAI Capital

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.

By mid-year, market shifts, interest rate changes, and performance in certain areas of a portfolio can quietly move an i...
06/02/2026

By mid-year, market shifts, interest rate changes, and performance in certain areas of a portfolio can quietly move an investment plan away from its original allocation.

A mid-year money reset can be an opportunity to reassess your portfolio with intention, including your risk exposure, liquidity needs, tax considerations, and long-term wealth objectives.

In our latest article, we share five factors to consider when rebalancing your portfolio and realigning your investment strategy for the second half of the year.

Read the full article: https://hubs.ly/Q04jFJg90

06/01/2026

MAI continues to grow by partnering with firms that share our commitment to client-centered, comprehensive wealth management.

Today, we welcome Service Academy Capital Management, LLC, a Dallas-based RIA serving ultra-high-net-worth individuals and their families, institutions, and family offices worldwide. The firm joins MAI’s UHNW division, Evoke.

Founded by Brian Sears in 2015, Service Academy Capital Management was built on transparency, customization, and proactivity, with a focus on bespoke portfolios and financial planning advice.

The partnership expands MAI’s ultra-high-net-worth and family office capabilities, while allowing Brian and his team to continue leading client relationships and investment strategy with the personalized service that has defined their firm.

Full announcement: https://hubs.ly/Q04jBFmP0

05/29/2026

When it comes to saving for education, not all accounts are created equal.

UTMA accounts offer flexibility, while 529 plans bring tax advantages and education-focused benefits that can make a meaningful difference over time. The right choice often comes down to your goals, timeline, and how you want funds to be used.

Understanding how each fits into your broader plan can help you make more intentional decisions for the next generation.

Learn more about how each of these accounts may benefit your financial goals: https://hubs.ly/Q04jfnlr0

05/25/2026

This Memorial Day, MAI remembers and honors the brave men and women who gave their lives in service to our country.

We are grateful for their courage, their sacrifice, and the freedoms they helped protect.

A liquidity event isn’t just a financial milestone, it’s a chance to redefine what your wealth can do.With the right tim...
05/21/2026

A liquidity event isn’t just a financial milestone, it’s a chance to redefine what your wealth can do.
With the right timing and strategy, you can plan for tax efficient opportunities , more intentional giving, and long-term impact.

It’s not just about what you gain, it’s about what you build next.

Read more about the efficient strategies you can implement in your wealth journey: https://hubs.ly/Q04hyBMZ0

When women work through major life transitions, one thing stands out: some of the biggest financial challenges stem from...
05/19/2026

When women work through major life transitions, one thing stands out: some of the biggest financial challenges stem from blind spots. Whether you don’t fully understand what you own or make emotional decisions without evaluating long-term impact, a lack of information can complicate whatever transition you face.

Financial independence should be more about clarity and confidence than it is about doing everything alone. So, whether you are married, single, or navigating a major transition, know your assets and liabilities, understand your cash flow, and make decisions based on logic and long-term strategy.

Aim to build financial confidence .

Read more: https://hubs.ly/Q04hbvf10

Building wealth isn’t just about how you manage your money, it’s also about understanding why you make certain financial...
05/12/2026

Building wealth isn’t just about how you manage your money, it’s also about understanding why you make certain financial decisions. Your mindset can play an important role in shaping those behaviors and can potentially influence long-term outcomes. Start your relationship with financial planning early to help set the foundation for more informed decision-making.

Learn more about the Psychology of Wealth and how it can impact your financial future: https://hubs.ly/Q04gl6mL0

Happy Mother's Day from MAI!Today, we recognize the mothers, grandmothers, caregivers, mentors, and guiding figures whos...
05/10/2026

Happy Mother's Day from MAI!

Today, we recognize the mothers, grandmothers, caregivers, mentors, and guiding figures whose care and wisdom leave a lasting impact across generations.

05/07/2026

Financial knowledge isn’t just about money—it’s about confidence, clarity, and making educated choices. When you understand your finances, you may gain a lifelong advantage to make informed decisions and build the future you want.

Click the link to learn more about how you can establish a plan: https://hubs.ly/Q04fSkpX0

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

Alerts

Be the first to know and let us send you an email when MAI Capital posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category