Maple Capital Management creates and manages personalized investment portfolios primarily using individual stocks and bonds to help clients maintain better control over taxes and risk. Founded in 2004 and based in Vermont, the firm builds equity portfolios focused on high-quality companies with strong balance sheets and reasonable valuations, while utilizing a laddered maturity approach for bond holdings to preserve capital and generate income. In addition to direct portfolio management, Maple Capital offers specialized programs partnering with third-party promoters and joint advisers to deliver investment strategies. The firm also incorporates environmental, social, and governance considerations for clients interested in socially responsible investing, and provides auxiliary support like class action litigation filing services. Portfolio managers maintain ongoing contact with clients to review investment objectives, asset allocation, and market conditions.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.50% |
Fees are negotiable and may vary based on portfolio composition, scope, and anticipated servicing needs. Other programs include Promotion Program starting at 1.50% and Joint Advisory Program starting at 1.70%.