News & Insights


MAI Capital Management Launches a New Division: MAI Investment Management


by The MAI TeamOctober.23.2014

New Division will provide innovative, targeted investment solutions, communication and support to financial advisors and institutions. The first two solutions offered are the Dividend Plus+ Strategy and the MAI Energy Infrastructure & MLP Strategy

 

CLEVELAND--MAI Capital Management, LLC (MAI), a firm that provides wealth management and investment management solutions, announced today it launched a new division: MAI Investment Management. MAI Investment Management was created to provide innovative, targeted investment solutions, communication and support to investment professionals.

The first two solutions immediately available to fiancial advisors and institutions are the Dividend Plus+ Strategy with a five-year track record, and the MAI Energy Infrastructure & MLP Strategy with a four-year track record.

Each unique solution offered by MAI Investment Management is an outgrowth of the firm’s continual search for new, targeted investment opportunities. Each solution can serve a specific purpose in an investor’s portfolio.

MAI innovated the Dividend Plus+ Strategy, a risk-managed liquid alternative, in 2009 with the specific purpose of lowering equity portfolio volatility. The strategy is designed to provide durable portfolio income independent of directional equity markets, without an embedded interest rate bet. Dividend Plus+ employs a unique option overlay process that is actively managed by MAI investment professionals. As of September 30, 2014, Dividend Plus+ had more than $188 million under management.

The MAI Energy Infrastructure & MLP Strategy was launched in January 2010, and as of the most recent report of June 30, 2014 had a 4-star rating by Morningstar in the Energy Limited Partnership category. It is designed with the specific purpose of enabling investors an opportunity to participate in the U.S. energy renaissance. The strategy invests primarily in midstream MLPs. MLPs have exhibited low correlation to the traditional asset classes. The strategy had more than $40 million under management as of September 30, 2014.

Said Rick Buoncore, Managing Partner of MAI, “Throughout our history, MAI has focused on unique, targeted solutions for our clients. Through ongoing dialogue with other financial professionals, we realized there were financial advisors and institutions that had similar needs and could benefit from select proprietary, highly differentiated, yet repeatable investment solutions. Now, we will offer these investment strategies through MAI Investment Management, and advise financial professionals how these targeted solutions may fit in to their portfolios, or their clients' portfolios.

Added Scott Roulston, Managing Director, Marketing & Distribution of MAI, “This is an extraordinary time in the history of capital markets, marked by uncertainty and unprecedented fiscal policy. Financial advisors and institutional investors have more complex needs in meeting portfolio objectives than ever before. For example, we see a lot of investors who want yield, but it's difficult finding investments fitting this need that do not have an embedded interest rate bet. We have always believed that a reliable path to higher returns is to find new return streams that are good for the right reasons, and have low correlation to what we already own. We are looking ahead to help financial professionals navigate some of the challenges and opportunities we expect they will face in the future."

Concluded Buoncore, “At MAI we are in a unique position to identify targeted solutions for financial advisors and institutional investors. The creation of MAI Investment Management recognizes that we are a more diverse company, and it's important that we are aligned with all of our clients to consistently bring our clients our broad industry perspective.”

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