J D Loden Financial Service

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500 5th Ave S Ste 528
Naples, FL 34102
+1 (239) 430-0104

MAI Capital Management, LLC is a fee-based registered investment adviser and wealth management firm based in Cleveland with 18 additional offices nationwide. With assets under management totaling $14.7 billion as of August 31, 2022, MAI provides comprehensive investment management and planning services to high-net-worth individuals, families, and athletes.

MAI focuses on shaping the future of advice by partnering with clients as fiduciaries to make a significant and positive impact on their lives and well-being. The firm's recent acquisitions and strategic growth initiatives have expanded its client service offerings, broadening its financial planning footprint and enhancing investment experiences for clients across the country.

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