by the National Association of Board Certified Advisory Practices
SAUSALITO, CA– JULY 21, 2013 – Main Street Research LLC announced today that they have been recognized as an NABCAP Premier Advisor, an exclusive group of financial advisors who represent the best in quality wealth management.
The designation is awarded annually by the National Association of Board Certified Advisory Practices (NABCAP), a nationally-registered 501(c)(3) nonprofit organization, established to serve the needs of the investing public by helping identify top wealth managers. The selection process is based on a proprietary system whose ultimate goal is to provide investors and advisors a trusted standard of excellence to help guide them within the financial services industry.
The evaluation process assesses 20 categories of practice management, which include areas such as customer service, risk/investment planning philosophy, credentials, team dynamics, fee/cost structure, and average AUM per client among other areas.
The NABCAP Premier Advisors were announced in the July 12-18 edition of the San Francisco Business Times.
About Main Street Research
LLCMain Street Research LLC is considered a boutique" investment firm catering to a limited number of clients who desire exceptional service and investment results. They typically manage the bulk of a client's liquid net worth and assist each client with all matters related to their wealth. They manage each client's portfolio separately and invest in U.S. and non-U.S. individual securities. Their process incorporates Active Risk Management (ARM), a system employed to manage potential downside risk during periods of economic instability or economic sector or industry weakness. In keeping with their philosophy of maintaining the highest quality service and performance, they offer a traditional fee structure based on assets, as well as a fee based on investment performance.
About NABCAP
The National Association of Board Certified Advisory Practices (NABCAP) is a nonprofit organization created to establish mutually understood standards and practices among both
investors and advisory practices.
Their primary mission is to educate and inform the investing general public with reliable, unaffiliated, unbiased and completely objective educational resources and information. NABCAP Premier Advisors lists are a powerful reference for investors to identify the top wealth managers in their local market. Visit www.nabcap.org for more information.
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NATIONAL ASSOCIATION OF BOARD CERTIFIED ADVISORY PRACTICES (NABCAP) IS AN INDEPENDENT RESOURCE TO OBJECTIVELY ACCOUNT FOR THE ACCURACY AND CONSISTENCY OF ADVISORY PRACTICES. MAIN STREET RESEARCH IS UNAFFILIATED WITH NABCAP AND DID NOT PAY ANY FEES FOR INCLUSION ON THIS LIST. VISIT NABCAP.ORG FOR ADDITIONAL INFORMATION ON THE RANKING PROCESS.