Maple Capital Management, Inc.

About Maple Capital Management, Inc.

<p>Employee-owned since its start in 2004, Maple Capital Management, Inc. is an independent investment management firm with $2.2B in assets under management (2026). The firm works with families, institutions, insurance companies, and individual investors, and it often partners with other advisers on portfolio management.</p> <p>With its headquarters in Montpelier in central Vermont and an office in Alpharetta in the Atlanta metro, Maple Capital Management supports clients across the U.S. Its team of portfolio managers follows a disciplined investment philosophy with a focus on risk control and a clear investment process.</p> <p>For retirement plans, Maple Capital Management provides <a href="/retirement-plans">retirement plan providers</a> support through 3(21) fiduciary investment advisory services, helping plan sponsors make and document investment decisions while keeping oversight with the sponsor.</p> <ul> <li>Investment management for individuals, families, and institutions</li> <li>3(21) fiduciary investment advisor services for retirement plans</li> <li>Portfolio construction and ongoing monitoring</li> <li>Advisor-partner support for investment management</li> </ul>

Website: https://www.maplecapital.com/

Founded: 2004