involved from case design to closure

The benefits of working with Maple Capital include:

  • Direct access to experienced client portfolio managers
  • Portfolio management team is involved from case design to closure
  • Employment of a high service component with a low cost structure
  • Proven ability to assist in attracting and retaining higher-net-worth clients
  • A team approach to investment management

Maple Capital Management is adept at providing solutions to some of the more complex issues faced by high-net-worth clients. These include:

  • Ability to customize client’s portfolio
  • Development of advanced income strategies
  • Management of tax sensitive portfolios
  • Concentrated positions of low cost basis stock

To learn more about how Maple Capital Management can assist you and your clients please contact us at: 800-255-9946.