MAI Capital Management

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

West Point Business Group is a firm of industry leaders in the field of financial services, ranging from corporate qualified plan management to personal wealth management.

Hochman Cole Investment Advisors is an investment advisory firm that specializes in providing comprehensive financial services, including investment management, risk management, tax planning, and estate planning. The firm primarily focuses on retirement planning for individuals and small businesses, offering personalized, goal-oriented financial strategies. Hochman Cole assists high-net-worth individuals, families, and business owners in navigating market fluctuations, achieving their financial objectives, and preserving wealth across generations. Through its tailored approach, the firm aims to ensure clients are well-prepared for their financial futures.

MWM Investment Consulting specializes in investment management services aimed at high-net-worth individuals, wealthy families, and charitable foundations. The firm offers a range of services, including investment advisory, financial planning, and wealth management, with a focus on risk management and developing strategic investment strategies tailored to meet the unique needs of its clients.

J.M. Hartwell L.P. is a privately owned investment manager based in New York City, specializing in growth stock investing. Established in 1961, the firm primarily serves high net worth individuals, as well as pension plans, foundations, endowments, and a variety of institutional clients. J.M. Hartwell manages separate client-focused equity portfolios, investing in public equity markets worldwide. The firm employs a disciplined, fundamental, bottom-up approach, utilizing both quantitative and fundamental analysis to construct its portfolios. Performance benchmarks include the Russell indices and the S&P 500 Index, with in-house research playing a crucial role in the investment process. In 2019, J.M. Hartwell was acquired by MAI Capital Management, LLC.