A complete list of active advisors currently associated with Maple Capital Management, Inc.
Warmer can help you find a great advisor at Maple Capital Management, Inc. or one who fits your needs even better.
Maple Capital Management provides portfolio management and investment consulting to a broad client mix that includes individuals, families, trusts, retirement plans, foundations, endowments, corporations and insurance companies. The firm offers a range of account strategies—equity-only, balanced, fixed-income, cash management—and an account strategy specifically designed for insurance companies, and may serve as a discretionary manager, sub‑advisor or consultant depending on client needs. MCM’s investment process emphasizes individual securities—primarily stocks and bonds—with fundamental analysis for equity selection and a laddered maturity approach for fixed income; mutual funds and ETFs are used selectively for smaller accounts or where internal research capacity is limited. The firm documents client objectives in investment policy statements when possible, conducts ongoing portfolio reviews, and uses third‑party vendors for administrative functions such as performance reporting and proxy/class‑action administration. The brochure highlights several practices that distinguish MCM from many peers: it discloses formal promotion and joint advisory arrangements in which MCM shares advisory fees with third‑party promoters and maintains strategic marketing agreements that provide access to third‑party advisor networks and sponsored events. It also notes specific experience managing insurance general operating funds and advising 401(k) plans and foundations, and describes outsourced performance reporting and marketing-related partnerships—practices that are less commonly disclosed among similar team firms.
To learn more about the advisors currently working at Maple Capital Management, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse Maple Capital Management, Inc.'s office locations.
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