Subscribe

MAI extends acquisition streak with Harbor Wealth deal

The high-net-worth RIA has added $321M to its network with the addition of a women-owned and operated practice in Colorado.

MAI Capital Management, a registered investment adviser focusing on comprehensive investment and financial planning for high-net-worth clients, has snapped up another practice in the southwestern US.

The RIA announced Monday that it has acquired Harbor Wealth Management, a women-owned and operate

Subscribe or log in to read the rest of this content.

Related Topics: , ,

Learn more about reprints and licensing for this article.

Recent Articles by Author

High school financial literacy education now mandatory in Oklahoma

State Governor Stitt signs legislation adding financial literacy education as a requirement for high school graduation.

Carson expands East Coast presence with three new locations

The national RIA has fully acquired three new branches in Maryland, Georgia, and Tennesee, all led by a 25-year industry veteran.

Do private debt fund returns offset their risks?

A new study asks how well the fast-growing alternative investment vehicles perform based on equity and debt benchmarks.

American College strikes AI advisor matchmaking partnership

The nonprofit educational institution is helping advisors find prospective clients through an exclusive tech collaboration.

How wide is the generation gap at family businesses?

New report shows current and next-generation leaders split on succession planning, risks, and ownership retention.

X

Subscribe and Save 60%

Premium Access
Print + Digital

Learn more
Subscribe to Print