MAI Capital Management

Garrison Financial Corp. is a professional services firm specializing in investment management and financial planning. They cater to a diverse clientele, including individuals, families, institutions, and charitable organizations. The company's core offerings encompass personalized investment strategies, portfolio management, retirement planning, and wealth preservation services. Their approach involves disciplined asset allocation, meticulous security selection, and strategic portfolio construction, aiming to help clients build wealth and establish enduring financial legacies across generations.

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 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.

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.

West Point Business Group is a financial services firm specializing in corporate retirement plans and personal wealth management. The company provides a range of services designed to facilitate the growth and protection of wealth, including management of qualified and non-qualified retirement plans, as well as executive solutions. By focusing on both corporate and individual client needs, West Point Business Group aims to help organizations and individuals effectively manage their financial futures.

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.

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 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.

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.