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Our Services
FINANCIAL ADVISOR
Maximizing your ability to reach your financial goals.
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The days of a 100-page boilerplate financial plan are behind us. Successful financial planning isn't about forecasting or trying to predict a myriad of unpredictable variables about where you are in five, ten, or twenty years. Instead, successful financial planning is about having a vision of your financial goals and then making intelligent decisions with your finances each and every year. Doing so will greatly improve your chances of achieving your financial goals over the long term.
Simply put, we’ll help you save as much as possible as intelligently as possible, invest with discipline, and protect your assets from life’s unavoidable curveballs each and every year. A long-term relationship with Maple Capital is your financial plan. We strive to make a positive impact in your financial well-being and lead you to your financial goals.
PORTFOLIO MANAGEMENT
Our mission is prudently grow and protect your wealth
Investing isn’t as simple as selecting a candlestick chart and annual portfolio rebalancing for little to no reason. There isn’t one static asset allocation, or investment strategy, in the present that is optimal for a dynamic and wide-ranging set of future market climates. You need more than one tool to get the job done! This is why it’s important for investors to have a process that seeks to overweight and underweight asset classes and investment strategies based on:
individual investor attributes
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The asset classes and investment strategy's primary trend and relative attractiveness to other asset classes and investment strategies.
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Our investment team conducts fundamental research to establish a top-down view of macroeconomic and geopolitical conditions in order to help identify market opportunities, set strategy performance forecasts, and determine strategic and tactical portfolio weightings
TRADING EDUCATION & TOOLS
Helping millennial investors to grow their trading education.
At Maple Capital we think is important to educate our investors about trading and helpful tools, that way they know what we do for them and have a better understanding of their portfolios.
We are working with our Partner W-Trade to develop an educational platform and tools that millennials will have access to achieve a legit certification in trading provide by certificated professionals in the industry and at the same time they can access software tools that will help them with their trading decisions.
This project is still in process on our firm but we are expecting to launch it sometime in 2025. In the meantime each of our portfolio managers advise and educate their clients in the best possible way about risk management and importance of investing in the stock market and rebalancing their portfolios in the different industries.
