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Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that future performance of any specific investment, investment strategy (including the investments and/or investment strategies recommended or undertaken by Main Street) or product made reference to directly or indirectly by Main Street on its website, or indirectly via a link to an unaffiliated third party website, will be profitable or equal to the corresponding indicated performance level(s). Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client or prospective client’s investment portfolio. Historical performance results for investment indices and/or categories generally do not reflect the deduction of transaction and/or custodial charges, the deduction of an investment management fee, nor the impact of taxes, the incurrence of which would have the effect of decreasing historical performance results.
Articles, Newsletters & Market Commentary
All information provided in all Articles, Newsletters and Market Commentaries or other pages included on our website is for informational purposes only and no warranty is either expressed or implied by their presentation. The information presented may contain a discussion of, and/or provide access to, Main Street’s (and those of other investment and non-investment professionals) positions and/or recommendations as of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from Main Street, or from any other investment professional. Main Street manages portfolios according to each client’s specific investment needs. Therefore, each client’s portfolio has its unique set of circumstances and consequently, investment results. Main Street’s outlook may change if new information is provided by the client or if there are material changes in the market or investment recommendations. Opinions expressed on this site or in the articles accessible are subject to change without notice and, due to the rapidly changing nature of the security markets, may quickly become outdated.
Main Street is neither an attorney nor accountant, and no portion of the website content should be interpreted as legal, accounting or tax advice. Furthermore, the prospective client is solely responsible for determining whether any investment, security or strategy, or any other product or service, is appropriate or suitable for the prospective client based on the prospective client’s investment objectives and personal and financial situation. The prospective client should consult with an investment professional, or an attorney or tax professional regarding their specific investment, legal or tax situation.
Inherent in any investment is the potential for loss. Information contained in our Articles, Newsletters, Market Commentaries and other areas of the website is from sources believed to be reliable. Information contained in third party articles were prepared by independent outside parties and the accuracy of any such information may have changed subsequent to the publication of the article. Main Street does not guarantee the accuracy or completeness of information in these articles and assumes no liability for damages resulting from or arising out of the use of such information.
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The firm offers clients two different fee structure options, one based solely on client assets under management (Traditional Fee), or one based on a combination of assets and performance (Performance-based Fee). While the performance-based fee structure aligns the interests of management with those of the client’s results, it may create an incentive for the firm to recommend riskier investments to generate higher returns. Further, since the firm also manages client accounts that do not pay performance-based fees, it may create an incentive for the firm to favor performance-based fee accounts. However, as a fiduciary, the firm aims to act in the best interest of its clients and subscribes to managing traditional fee and performance-based fee clients in a similar fashion.
Council on Foundations
The Council on Foundations (Council) is a nonprofit leadership association whose mission is to provide opportunity, leadership, and tools needed by philanthropic organizations to expand, enhance and sustain their ability to advance the common good. Members pay annual dues to use the Council as a source of philanthropic resource, professional development and to connect with other members in philanthropy. Full Voting Members are foundations, corporations or philanthropic entities primarily active in charitable giving. Associate Members, such as Main Street, are entities, businesses, consultants or individuals that can provide support to those foundations, corporations, or philanthropic entities.
FA Financial Advisor Magazine Ranking
Main Street Research is independent of and unaffiliated with Financial Advisor Magazine (FA Magazine), the creator of the 2016 Registered Investment Advisor (“RIA”) Survey & Ranking. The rating noted was given based on specific criteria and methodology defined by FA Magazine. Main Street Research did not pay a fee to be included in the database. FA Magazine ranked 610 RIA participants 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 are for informational purposes only and no warranty is either expressed or implied by their presentation. The ratings may not be representative of any one client’s experience because it reflects an average of all, or sample of all, the experiences of an adviser’s clients. Main Street’s receipt of such rating should not be considered a guarantee of future performance or results.
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