A Message from Our Founder:
Since 1993, individuals and institutions have turned to the professionals at Main Street Research for investment and 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.
Please View our Brochure
1993
27 YEARS OF EXPERIENCE SINCE 1993
$ 100000000
OVER $1 BILLION 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.
Main Street Research Named to 2019 Financial Times 300 Top Registered Investment Advisors
Main Street Research is proud to have been selected as a member of the Financial Times Top 300 Registered Investment Advisors!
The independently generated list recognizes top RIAs based on assets under management, asset growth rate, years of experience, management’s credentials, online accessibility and compliance records. The 300 chosen firms represent an elite group of the nation’s advisors.
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James Demmert Featured in the June 2018 issue of ThinkAdvisor
Advisor James Demmert tells ThinkAdvisor about the “corporate profit recession” and his controversial fee structure.
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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.
Main Street Research is honored to be ranked #43 in Financial Advisor Magazine’s 2016 Top 50 Fastest-Growing Firms.
Disclosures & Methodology
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.
“The Journey to Wealth”
Founder and Managing Partner, James Demmert recently
published “The Journey to Wealth” an entertaining
and provocative viewpoint on investing today.
“The Sustainable Endowment”
The Sustainable Endowment is a profound look at the complications that exist in non-profit governance as well as the forces that move financial markets and determine the success or failure of non-profit endowments, impacting whether they survive or not.
