Manager Select

BEST OF BREED PORTFOLIO SOLUTIONS

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

Manager Select (MS) is MainStreet Advisors’ separately managed account [SMA]. 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. 

MANAGED WITH POWERFUL TECHNOLOGY TO MAXIMIZE EFFICIENCY:

Portfolios that deliver broad diversification across every size account. Managed with powerful technology to maximize efficiency.


RESEARCH AND DUE DILIGENCE


UMA CONTRACT AND DELIVERY


DATA TRANSMISSION FOR SMA


CUSTOM WORKFLOW CONSULTING


TAX LOSS HARVESTING


Ready to grow your business?

Contact us today to discover how to add MSA Manager Select 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

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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