IF YOU’RE LOOKING FOR NEW WAYS TO ATTRACT CLIENTS, LOOK NO FURTHER
MainStreet Advisors serves trust and wealth management professionals by providing portfolio management, investment research, marketing support services, and compliance reporting. Our team offers a broad range of investment solutions designed to fit your clients’ needs and risk tolerance.
AI-ENABLED DIRECT INDEXING
Direct Indexing (DI) is an investment strategy that involves directly purchasing the components of an index while providing more control, customization, and tax-optimization than using traditional investment vehicles such as mutual funds or ETFs. Direct indexing allows for client selection of investing themes or styles and maximizes tax efficiency.
Learn MoreSEPARATE ACCOUNT MANAGEMENT
Our Separate Account Management (SAM) portfolio is our most customized solution. The SAM platform provides clients with access to a tailored large cap strategy [core, dividend, or Sustainable Leaders] complemented with allocations to other domestic and foreign equity strategies. Additionally, a short/intermediate portfolio of individual bonds is available with allocations to other fixed income strategies including Treasury Inflation Protected Securities (TIPS), high yield, preferred stocks and foreign bonds. Each well-diversified portfolio may include an allocation to alternative investments such as commodities, hedging strategies, real estate and private equity.
Learn MoreFUND ALLOCATION PORTFOLIOS
MainStreet Advisors Fund Allocation Portfolios (FAP) provide clients with a powerful resource for managing client portfolios. FAP are constructed using a combination of mutual funds and ETFs or entirely of ETFs, dependent upon client circumstances. Broad asset class diversification is obtained through fixed income, equities and alternative investments such as commodities, hedging strategies, real estate and private equity. Additionally, this platform provides access to MainStreet Advisors’ Sustainable Leaders portfolios that cater to specific environmental and social concerns.
LEARN MOREMANAGER SELECT
Manager Select (MS) is MainStreet Advisors’ separately managed account [SMA] platform for high net worth clients. Through MS, we provide access to professional institutional portfolio managers worldwide. MS portfolios can be custom tailored to meet each client’s objectives. MainStreet Advisors performs the due diligence and maintains a list of recommended managers whose style and portfolio characteristics best fit each client’s objectives. Additionally, MainStreet Advisors maintains a list of recommended managers. Each MainStreet Advisors’ portfolio manager retains discretion to make trading decisions and place trades on behalf of the client.
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