What We Do

Adviser Partners

We work hard to build close and lasting partnerships with Advisers and their clients.

Involved from case design to closure

Working with Maple Capital

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

People first

Our team is here to help in any capacity, whether a high-touch connection or a behind the scenes partner.

In-depth review of client’s current financial portfolio.

Our portfolio managers are available to review the proposal with you and your client.

Our client service team is readily available to assist with the account opening process.

Detailed quarterly reporting and continuous portfolio reviews.

Tailored to meet your needs

Our investment strategies are developed to meet the goals and needs of your clients.

Providing solutions to complex issues

Our team of investment professionals has decades of experience working with both individuals and institutions.

Interested? Let’s talk.