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MAI INVESTMENT MANAGEMENT

Targeted Solutions

MAI Investment Management provides targeted investment solutions to financial advisors. Our mission is to support financial advisors and institutions using solutions with dedicated communications, distribution and due diligence resources.

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MAI at-a-Glance

$17.1bn

Assets Under Management*

15+

Portfolio Managers & Research Analysts

400+

Employees

*as of 6/30/23

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FEATURED STRATEGY

Managed Volatility Strategy

An option-writing strategy that seeks to deliver a consistent return stream and reduce the impact of market volatility.

All investments are subject to risk, including the loss of principal. There is no guarantee that the investment strategy presented will achieve its intended result. Past Performance is not indicative of future results.

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We look forward to learning about your investment goals.

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