MAI Capital Management

Hyperion Partners provides financial advising services to individuals and organizations seeking to achieve their financial objectives. The organization provides personalized financial planning, investment management, and asset management techniques.

Harbor Wealth Management is a wealth management firm located in Boulder, Colorado, established in 1988. The firm focuses on delivering comprehensive financial planning and investment management services tailored to individuals, families, and small businesses. Harbor Wealth Management is overseen by an executive management team that actively manages the firm's assets, ensuring that clients receive personalized attention and expertise in aligning their financial goals with effective investment strategies.

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.

R. Karras Asset Management & Planning is a financial firm located in Independence, Ohio, specializing in wealth management services. The firm offers a comprehensive range of asset management and financial planning solutions tailored for successful individuals and small business owners. With a focus on personalized strategies, R. Karras Asset Management & Planning aims to provide clients with effective guidance in building and managing their wealth.

Wiener Financial Management offers comprehensive financial advisory and investment management services for individuals and organizations. The firm specializes in financial planning, retirement planning, and investment planning, focusing on creating customized solutions that cater to each client's unique needs. Their services include monitoring and maintaining allocation targets, diversifying investments, assessing risk, and ensuring tax efficiency. Through a personalized approach, Wiener Financial Management aims to help clients achieve their financial goals while providing clear and informed guidance.

Prime Investment Advisors is a financial advisory firm that provides a range of services aimed at helping clients manage their financial well-being. The firm specializes in asset management and offers expertise in cash flow management, retirement planning, education funding, tax planning, and estate planning. By focusing on independent and objective investment advice, Prime Investment Advisors ensures that its recommendations are well-researched and free from bias, allowing clients to make informed financial decisions tailored to their individual needs.

Winfield Associates is a financial services firm that focuses on investment management and wealth advisory. The company serves a diverse clientele, including individual investors, business owners, professionals, retirees, endowments, and foundations. Its offerings encompass retirement planning, private wealth advisory services, and tailored endowment solutions, aimed at helping clients achieve their financial goals and secure their financial futures.

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.

Geier Asset Management specializes in providing comprehensive financial services to wealthy individuals and families. The firm offers investment advisory and management, financial planning, tax planning and preparation, as well as retirement planning services. By focusing on high net worth individuals, Geier Asset Management aims to assist clients in building secure financial futures through tailored strategies and expert guidance.

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.

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 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.