Generational Wealth through Planning & Performance

Main Street Research serves as a fiduciary for private and institutional investors. Our services include bespoke financial planning strategies directed towards generating wealth that lasts generations. Our modern investment style incorporates individual securities which provide transparency, low cost, and an ability to engage our distinct Active Risk Management process to protect clients from significant loss. This combination of growth and risk management paired with a fee structure aligned with client results have been essential to our client’s success for over three decades.

Disclosures

Disclosures

We are a Boutique

 

and a Fiduciary

 

We are a Boutique
and a Fiduciary

Your financial goals are unique, and your financial advice should be as well. Whether you are an institutional investor or an individual, we take the time to understand your specific concerns and goals. Then we develop investment solutions specifically tailored to your individual needs.

enhancing your future wealth is our goal

Whether you are concerned that your assets last your lifetime, or that of future generations, we believe it is important to build a customized financial model of your assets. This also adds value for institutional investors with predetermined spending policies. From these financial models, our team can make assumptions and projections “putting the odds in your favor” of reaching your long-term goals.

we invest the way you should

Our transparent and cost-effective investment strategy uses individual securities, including stocks and bonds from around the globe.

our fees are aligned with your results

Our fees are based solely on assets under management, or a combination of assets and performance.

By the
Numbers

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Years Of Experience
0+Billion
Under Management
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Professionals
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Office Locations

As of Q4 2024

Canada

Mexico

Austria, Germany, Italy, Netherlands, Spain, Switzerland and the UK

Japan

Our Founder’s
Books

Our founder is a recognized thought leader in the industry, serving as our Chief Investment Officer and is the author of influential books on the subject.

The Journey to Wealth describes how you can create real wealth using a strategy that works in today’s volatile, globalized financial world—a proven strategy that increasingly builds returns without succumbing to catastrophic market crashes.

The Sustainable Endowment takes 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.

In Wall Street Lessons, you will learn how to avoid 13 of the most common psychological investment blunders you might be driven to make due to fear, greed, or both. It will go on to show you how to leave that mindset behind and become a disciplined, rational investor..

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