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MAI Wealth Advisors, LLC

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MAI Wealth Advisors, LLC

Overview:

MAI is a privately owned, independent SEC registered investment advisor firm with more than $1.4 billion in client assets under management. Our independence makes us unique, as it allows us to truly remain objective throughout the decision making process.

We are a conflict free, fee only firm so our financial advice is always framed around your needs and goals. We have the resources of a larger firm with the customized service of a small boutique. Our depth of over 55 employees, gives us the ability to service our clients with our client-focused approach that is consistent throughout our investment advisory services, planning & preparing your tax returns, ensuring personal credit history, managing your insurance needs, coordinating an estate plan, assisting with buying your first home, and providing overall independent financial planning advice.

History:

MAI has embarked on its 35th year of integrated wealth management. Originally established as Investment Advisors International, Inc. in 1973, IAI was an affiliate of International Management Group (IMG), the world’s premier sports and lifestyle management and marketing firm founded by Mark McCormack. IAI originally served the needs of athletes who were looking for diversified financial management.

Both IAI and IMG evolved from a handshake deal between Arnold Palmer and Mark McCormack in which Palmer accepted McCormack’s offer to handle his business affairs so that Palmer could concentrate on his golf. The concept for such a business came to McCormack after he watched another legendary golfer being distracted on the course by advisors trying to get him to address tax, investment, insurance and assorted matters. McCormack recognized the opportunity to serve sports clients by integrating such vital services with financial planning. Over the years, IAI expanded its client service to include not only athletes but also corporate executives, wealthy families and others.

In 2000, McCormack Advisors International, LLC was formed to succeed to IAI’s business as a joint venture between IAI and a major integrated financial institution. In 2002, the joint venture was dissolved and the firm returned to its roots as a provider of independent financial advice to its clients.

McCormack Advisors International became fully independent of IMG in 2004. On January 31, 2007, BC Investment Partners, LLC, also independently owned, acquired McCormack Advisors International LLC and renamed the merged firm MAI Wealth Advisors, LLC . MAI still holds true to the values of its history of providing reliable service to unique clients with very complex financial lives.

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Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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