Miai, INC.

MAPLEWOOD provides comprehensive investment management, financial planning, and retirement plan consulting services to individuals, trusts, estates, and business entities. The firm operates two primary investment management programs: the MAPLEWOOD Advisor Program, where MAPLEWOOD directly manages portfolios on a discretionary or non-discretionary basis, and the Fidelity Managed Account Xchange Program, which provides access to third-party investment managers, model portfolios, and specialized asset allocation platforms. MAPLEWOOD also offers financial planning covering areas such as retirement, taxes, cash flow, risk management, and estate planning, as well as consulting services for retirement plans under federal retirement plan rules. MAPLEWOOD emphasizes a personalized approach, tailoring portfolios to each client's specific investment objectives, time horizon, and risk tolerance.