MAKE YOUR MARK.

Empowering Athletes & Families to Build Wealth That Lasts

Explore MAI
OUR FIRM

INSPIRE
EXTRAORDINARY.

Grit. Perseverance. Determination.

You have worked tirelessly to achieve your spot at the top. You need a partner with that same passion and commitment to help protect what you have built. MAI is here for you every step of the way.

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OUR SERVICES

GAME PLAN
FOR LIFE.

Planning. Family Office.
Investments. Taxes.

We are your advocates – committed to helping you to protect your wealth and giving you the peace of mind to pursue what matters most in life.

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PROTECTION

POSSIBILITIES

OUR TEAM

THE BOX SCORE
DOESN’T LIE.

“We are 100% committed to protecting the personal, professional and financial lives of the athletes and performers we serve.”

STEVE TRAX

Co-President Sports & Entertainment

  • First Round Picks

    100+

  • Hall of Famers

    14

  • Sports Assets Under Management*

    $2.9bn

  • Professional Sports Leagues Represented

    13

*As of 3/31/23

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NEWS & RESOURCES

01.25.23

Barron’s Lists MAI as Top RIA: Q&A with Rick Buoncore and Joe Mclean

01.25.23

MAI Listed on Financial Times 300 Top Registered Investment Advisor 2020 List

01.25.23

John Palguta Recognized on Barron’s Top Advisor by State’s 2021 List

VISIT OUR NEWS AND RESOURCES SECTION
OUR TEAM

EMPOWERED TO MAKE A DIFFERENCE.

Unwavering. Experienced. Collaborative.

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CONNECT WITH US.

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