MAI Capital Management

Carmichael Hill & Associates, based in Maryland, USA, specializes in comprehensive financial planning and management services. The company assists clients in achieving their financial goals by offering a range of services, including investment management, retirement planning, tax mitigation strategies, insurance analysis, and trust and estate planning.

Halpern Financial, based in Ashburn, Virginia, is a professional services firm specializing in comprehensive wealth management. They offer a range of services including risk management, tax planning, consulting, retirement planning, estate planning, and investment planning, catering to both private clients and corporate executives.

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.

Wiener Financial Management is a financial advisory firm that specializes in providing comprehensive financial planning and investment management services to individuals and organizations. The company focuses on retirement planning, helping clients navigate their financial futures with tailored strategies. Wiener Financial Management emphasizes monitoring and maintaining allocation targets, diversifying investments, and managing risk while maintaining tax efficiency. By offering customized and non-proprietary solutions, the firm aims to address the unique financial needs of each client, ensuring a personalized approach to wealth management.

West Point Business Group is a professional services firm specializing in financial planning and management. They offer comprehensive solutions tailored for businesses and individuals alike, encompassing corporate retirement plan administration, personal wealth management, and executive compensation strategies. Their expertise lies in helping organizations effectively navigate and optimize their qualified and non-ququalified retirement plans, while also assisting individuals in growing and safeguarding their personal wealth.

Winfield Associates is a financial services firm that focuses on investment management, consulting, retirement planning, and wealth advisory services. The company serves a diverse clientele, including individual investors, endowments, foundations, business owners, professionals, and retirees. Winfield Associates aims to provide tailored financial solutions, helping clients navigate their investment strategies while offering expertise in endowment management and retirement planning. Through its comprehensive services, the firm is committed to enhancing the financial well-being of its clients.

Investment Planning Associates offers sensible and tailored financial and investment planning services.

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 focuses primarily on retirement planning for individuals and small businesses, delivering customized, goal-oriented financial strategies to high-net-worth individuals, families, and business owners. By offering detailed planning and investment management services, Hochman Cole aids clients in navigating market fluctuations, achieving their financial objectives, and preserving wealth for future generations.

MWM Investment Consulting is a firm that specializes in providing investment management services to high-net-worth individuals, wealthy families, and charitable foundations. The company focuses on delivering tailored investment advisory, financial planning, and wealth management solutions. MWM Investment Consulting emphasizes risk management and the development of strategic investment strategies to meet the unique needs of its clients. By prioritizing personalized service and expertise, the firm aims to help clients achieve their financial goals and navigate complex investment landscapes.

Grisanti Capital Management is an independently-owned investment management firm that specializes in portfolio management. The company employs a disciplined and patient approach to the markets, focusing on long-term equity strategies to achieve success. With a commitment to proprietary research, Grisanti Capital Management aims to deliver advanced and personalized investment services tailored to help clients meet their financial goals.

J.M. Hartwell L.P., founded in 1961 and based in New York City, is a privately owned investment manager that specializes in growth stock investing. The firm primarily serves high net worth individuals and a diverse clientele, including pension plans, foundations, endowments, trusts, and mid-sized institutions. J.M. Hartwell manages client-focused equity portfolios, investing in public equity markets globally across various company sizes, including small-cap and large-cap stocks. The firm employs a disciplined, fundamental, and bottom-up approach to investment management, utilizing a combination of quantitative and fundamental analysis to create its portfolios. In-house research supports its investment decisions, with performance benchmarks set against the Russell indices and the S&P 500 Index. In December 2019, J.M. Hartwell was acquired by MAI Capital Management, LLC.

John D. Dovich & Associates is a wealth advisory firm that specializes in providing strategic financial planning services primarily for medical professionals, business owners, and family wealth entities. The firm emphasizes the importance of ongoing communication with clients, conducting periodic progress meetings, and issuing comprehensive quarterly statements that are accessible and easy to understand. Their service philosophy is built on fostering personal relationships between clients and the firm's principals. John D. Dovich & Associates offers a diverse range of services, including investment management, financial and business planning, educational assistance, retirement planning, and insurance solutions, all tailored to help clients make informed financial decisions.