Advisor at Maple Capital Management, Inc.
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Firm
Maple Capital Management, Inc.
Location
Montpelier, VT 05602
Credentials
CFA®, Series 65
Industry experience
15 years
Clayton Shiver is a CFA® charterholder and holds a Series 65 license with 15 years of industry experience. He has worked at Maple Capital Management, Inc. since 2020 and previously spent nine years at Stadion Money Management LLC. Maple Capital Management provides discretionary portfolio management and investment consulting to individual and institutional clients, including high net worth individuals, trusts, foundations, corporate retirement plans, and insurance companies. The firm primarily constructs portfolios using fundamental equity analysis and laddered fixed-income strategies, supplemented by mutual funds, ETFs, and sub-advisors where appropriate.
Based on Maple Capital Management, Inc.
$0 - $500,000: 1.00% $500,001 - $1,000,000: 0.75% $1,000,001+: 0.50%
Fee-only: Advisory fees range from 0.23% to 1.25% of assets under management, negotiable.
535 Stone Cutters Way
Montpelier, VT 05602
Georgia · Vermont
Maple Capital Management, Inc.
2020 - Present (6 years)
Stadion Money Management LLC
2011 - 2020 (9 years)
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Other specialized services
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