Maplewood Investments
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Independent Advisor Clearing

Independent Advisor Clearing

Independent Advisor Clearing 


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Maplewood Investment Advisors, Inc., as a broker-dealer, and MIAI, Inc. as an SEC Registered Investment Advisory firm, provides the stage for a single sign-on web portal, client account management, self-directed model portfolio creation, and access to over 700 proven portfolio managers.

As an independent advisor, there is no mandated business model, and your client relationships belong to you. Maplewood has experience supporting commission based, advisory, or hybrid arrangements by providing operational, compliance and regulatory support. With our skill and the strength of our custodian, Fidelity Clearing & Custody Solutions through National Financial Services, LLC (FCCS), you are free to focus on what is best for your practice and your clients.