Manager Select

BEST OF BREED PORTFOLIO SOLUTIONS

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. 

Want to learn more? Inquire today by emailing us directly at [email protected]

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


MANAGER SELECT

Provides transparency and opportunity for personalization. 

  • Manager Select (MS) is MainStreet Advisors’ separately managed account [SMA] platform for high net worth clients.
  • Through Manager Select, 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.
  • 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.
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