MAI Capital Management

Madison Financial Advisors, Ltd. is an employee-owned investment management firm established in 2000 and headquartered in Cincinnati, Ohio, with additional offices in Leesburg, Virginia, and Bethesda, Maryland. The firm specializes in providing financial planning and consulting services primarily to high net worth individuals, as well as pension and profit-sharing plans, charitable organizations, corporations, families, trusts, estates, and family businesses. Madison Financial Advisors manages client-specific portfolios and invests in public equity and fixed income markets, utilizing fundamental analysis to guide its investment decisions. The firm also diversifies its investments through mutual funds, ETFs, closed-end funds, and private partnerships, ensuring a tailored approach to meet the unique needs of its clientele.

R. Karras Asset Management & Planning is a financial firm located in Independence, Ohio, specializing in wealth management services. The company caters to successful individuals and small business owners, offering a comprehensive range of asset management and financial planning solutions. By focusing on personalized strategies, R. Karras aims to provide guidance that empowers clients to build and manage their wealth effectively.