A Message From Our Founder:

Since 1993, individuals and institutions have turned to the professionals at Main Street Research for wealth management expertise. Whether you and your family have private wealth or you are an institutional investor, we are committed to understanding your expectations and applying them to a carefully developed, long-term strategy. Our communicative style makes it possible for you to have goal oriented investment results and a personal, responsive client/advisor relationship.

1993
23 YEARS OF EXPERIENCE SINCE 1993
0
OVER $600 MILLION UNDER MANAGEMENT

We Are A Boutique

Your financial goals are unique, and your financial advice should be as well. We take the time to understand your specific concerns and goals. Then, we develop tailored investment solutions to your individual needs.

Your Future Wealth Is Our Goal

Whether you are concerned that your assets last your lifetime, or that of your future generations, we believe that it is important to build a customized financial model of your assets. From this wealth planning model, our team can make assumptions and projections to “put the odds in your favor” of reaching your long-term goals.

We Invest The Way You Should

A transparent and cost effective investment strategy, using individual securities including stock and bonds – from around the globe.

Our Fees Are Aligned With Your Results

Our fees are based solely on your assets or a combination of assets and your performance.

Make a Plan For Your Future.