Tag : Rick Buoncore

Acquisition brings approximately $490M in AUM as MAI broadens its presence in strategic U.S. markets MAI Capital Management (“MAI”), a registered investment advisor (RIA) focused on empowering clients to simplify, protect and grow their wealth, announced the acquisition of Waypoint Wealth Counsel LLC (“Waypoint”), an Atlanta-based, fee-only RIA offering comprehensive financial planning,......

Acquisition augments MAI’s growth in serving ultra-high-net-worth clients MAI Capital Management (“MAI”), a registered investment advisor (RIA) focused on empowering clients to simplify, protect and grow their wealth, announced the acquisition of Service Academy Capital Management, LLC (“SACMGT”), a Dallas-based RIA serving ultra-high-net-worth (UHNW) individuals and their families, institutions and family offices.......