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.