What kinds of investments does Main Street Research LLC analyze and
recommend?
In order to obtain the level of diversification we believe is necessary
to control risk, we typically employ a mixture of stocks, bonds or mutual
funds from a number of different asset classes. Depending on the client,
we may also suggest and provide access to private investment partnerships
and/or private equity.
Who has custody of client funds?
Cash and securities are held in accounts in the client's name at either
a brokerage firm or a mutual fund company. Main Street Research LLC
does not have access to, or custody of, any client assets.
Do clients have access to the
principals of the firm?
Yes. We purposely serve a relatively small number of clients allowing
us to communicate and respond effectively with each client.
Who is involved in the investment
research process?
Although each member of the firm has specific areas of expertise, we
approach most aspects of our work, particularly investment research,
as a team. We strongly believe that every member of the firm should
be aware or involved in the important matters of our work and client
relationships.
Does technology play an important
role in managing the business of Main Street Research LLC?
Yes. We maintain the highest technological capabilities in each aspect
of our business. Our nearly "paperless" office allows us to operate
with little administrative assistance, allowing each member of the firm
to focus on the most important matters: client relationships and results.
