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About MAI Capital Management
MAI Capital Management is a wealth management firm founded in 1973, providing comprehensive investment and financial planning services to high-net-worth individuals, families, athletes, and entrepreneurs. Services include financial planning, investment management, insurance, estate planning, and philanthropy. Their target audience is affluent individuals seeking personalized wealth management. MAI's unique selling proposition is its boutique feel combined with extensive resources, offering highly personalized service and tailored solutions to empower clients to simplify, protect, and grow their wealth. The firm emphasizes a "client-first" mentality and holistic wealth management solutions.
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