AI-Enabled Direct Indexing


Partner with us to Deliver Scalable, Personalized, and Tax-Efficient Portfolios

Watch our Direct Indexing video below to see how it works and discover the benefits it can offer your clients.


GROW YOUR BUSINESS WITH AI-ENABLED DIRECT INDEXING – AI-CAPABILITIES INCLUDE:

MSA Personalized Indexing is a separately managed account that may be a core strategy complemented by other complementary asset classes.

Which accounts are right for MSA Personalized Indexing?
– Concentrated portfolios
– Higher tax bracket investors
– Investors interested in aligning their investments with personal values
– Investors sensitive to performance dispersion from an index
– Philanthropic investors
– Investors seeking medium to long term growth

What is the minimum account size?
$500,000

GAIN VALUABLE TIME TO DEEPEN CLIENT RELATIONSHIPS, ENHANCE CLIENT SATISFACTION, AND FOCUS ON ACTIVITIES THAT DRIVE REVENUE GROWTH.


Ready to grow your business?

Contact us today to discover how to add MSA Personalized Indexing to your Investment Toolbox.

Webinars

WEBINARS

Our most recent Summer Webinar Series offered information about our new 3rd party platforms: DI & MS. As well as everything you'd want or need to know about Alternative Investments. Watch now on our Vimeo channel.

Curious about our pas Annual Client Conference presentations? You can also find those a Vimeo.

Watch Now

Tools We Offer

TOOLS WE OFFER

As proprietary owners of our portfolio performance research, MainStreet Advisors provides clients with exclusive monthly publications featuring in-depth performance analysis, comprehensive market updates, and expert portfolio manager insights.

Discover the benefits of becoming a MainStreet Advisors client today.

NEW INQUIRIES
Speaking Engagements


SPEAKING ENGAGEMENTS

The current list of speaking topics includes:

-Behavioral Finance
-Dividends
-Intersection of Politics and Investing
-Investing in Today’s Market
-Investing in a Volatile Environment
-Managing Fixed Income Investments
-Millennials & Money
-Mind, Heart & Wallet
-Women, Wealth & Wisdom

Request Speaker
What's Ours Is Yours

WHAT'S OURS IS YOURS

Whether you choose MainStreet Advisors' branded materials or your own private label, our professional publications provide valuable insights. Now enhanced with engaging photography and presented in a more reader-friendly format, they offer an improved experience.

Already a Client? Access the enhancements in your client portal today.

Client Portal