MAI Capital Management

MWM Investment Consulting provides investment management services and solutions to its clients, comprised of high-net-worth individuals, wealthy families and charitable foundations.

Grisanti Capital Management is an independently-owned investment management firm that specializes in portfolio management. The firm adopts a disciplined and patient approach to the markets, concentrating on two long-term equity strategies. By leveraging proprietary research, Grisanti Capital Management provides advanced and personalized investment services designed to assist clients in achieving their financial goals.

J.M. Hartwell L.P. is a privately owned investment management firm based in New York City, specializing in growth stock investing. Founded in 1961, the firm provides tailored investment services primarily to high net worth individuals, as well as to pension plans, foundations, endowments, trusts, and mid-sized institutions. J.M. Hartwell manages client-focused equity portfolios, employing a disciplined, fundamental, bottom-up investment approach that combines quantitative and fundamental analysis. The firm invests in public equity markets globally, focusing on small-cap, large-cap, and all-cap companies. Performance is benchmarked against the Russell indices and the S&P 500 Index, with in-house research supporting its investment decisions. 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 firms. The firm emphasizes ongoing communication with clients, conducting periodic progress meetings, and providing comprehensive quarterly statements. Its service offerings include investment management, retirement planning, business planning, education planning, and insurance planning, all designed to assist clients in making informed financial decisions. The personal relationships between clients and the firm's principals are central to its service philosophy, ensuring tailored support and advice to meet individual client needs. In June 2019, John D. Dovich & Associates was acquired by MAI Capital Management, LLC.

MTX Wealth Management, LLC was a full-service financial and investment advisory firm based in Reston, Virginia, established in 2008. The firm specialized in serving high-net-worth individuals, including professional athletes and entertainers, by offering comprehensive financial, tax, and investment advisory services. MTX Wealth Management provided two main service models: one aimed at growing wealth and the other focused on preserving it. The firm was managed by an experienced executive team who oversaw its operations. In June 2019, MTX Wealth Management was acquired by MAI Capital Management, which expanded its service offerings and client reach.

Applied Data Finance, LLC, doing business as Personify Financial, provides loans to less-than-prime borrowers in the United States. It develops an Institutional Whole Loan Platform that enables institutional investors to purchase loans originated using its proprietary predictive analytics. The company was formerly known as GZF, LLC. Applied Data Finance, LLC was incorporated in 2014 and is based in San Diego, California.

Calfee Financial Advisors - wealth management business provides financial planning services.