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.

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1993
25 YEARS OF EXPERIENCE SINCE 1993
0
OVER $900 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.

Main Street Research Named to 2019 Financial Times 300 Top Registered Investment Advisors

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James Demmert Featured in the June 2018 issue of ThinkAdvisor

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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.

 

Main Street Research, LLC is independent of and unaffiliated with Financial Advisor Magazine (FA Magazine), the creator of the 2016 Registered Investment Advisor (“RIA”) Survey & Ranking. Main Street Research, LLC did not pay a fee to be included in the database. FA Magazine ranked over 600 RIAs based solely on the growth rate of discretionary and non-discretionary assets under management as reported on their firms’ 2014 and 2015 form ADV. The ratings may not be representative of any one client’s experience because it reflects an average of all the experiences of an adviser’s clients.The rating is not indicative of future performance or results.

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.

Learn More About James' Book!

MAKE A PLAN FOR YOUR FUTURE

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