What We Do
For Clients
We build a portfolio of investments that’s easy to understand.
What We Do
We build a portfolio of investments that’s easy to understand.
Investing for you
At Maple Capital Management, we know how important it is to build a solid financial future. Whether you’re planning for retirement, handling an inheritance, managing cash flow or doing estate planning, let us help you navigate the complexities.
As a client, you will enjoy a direct relationship with your portfolio manager who will take the time to understand what matters most to you and your family. Our thoughtful oversight of your investments will allow you to stay focused on the rest of your affairs.
Tailored to meet your needs
Our team of investment professionals has decades of experience working with individuals and families.
Customized portfolios for each client
The more we know about you, the better we can do in building a portfolio that meets your needs.
We will be thorough in evaluating your current financial profile, and we will be creative and thoughtful in addressing any particular issues or constraints.
We will put a plan in place that aligns with your long term goals.
We are your eyes and ears in the financial markets, and we will be proactive while staying focused on the long term.
We monitor and rebalance portfolios on an ongoing basis to reflect market conditions.
It is gratifying to live and work in this beautiful place and bring our craft to each client, one at a time.
Rich Litchfield | Senior Vice President & Fixed Income Portfolio Manager – Partner
Customized investment strategies
We manage portfolios for a wide range of institutions including endowments, community organizations, and insurance companies. Our team is well-equipped to tailor a portfolio with unique needs and risk parameters.
Experience meets expertise
Many of our professionals spent years in an insurance setting. We understand the host of complexities and can manage portfolios that meet your unique circumstances.
Insurance is a complex business. We believe understanding both sides of the balance sheet leads to more effective investment management.
Our boutique size enables direct contact with portfolio managers, a big advantage when tactical shifts are required. We will work with your group from start-up phase to develop appropriate strategies that can evolve as your business needs change.