MAIN EFFORT FINANCIAL, INC.

Overview

Main Effort Financial, Inc. is an independent registered investment adviser serving individual and family clients with a mix of financial planning, portfolio management for individuals and small businesses, and pension consulting. The firm charges a combination of percentage-of-AUM, hourly, and fixed fees, which supports both ongoing advisory relationships and project-based planning engagements. Investment activity is equity-oriented: the firm favors exchange-traded equities as the primary building block of client portfolios and uses those holdings for liquidity, tax management, and ease of implementation. Main Effort Financial layers that equity exposure with third‑party mutual funds and limited allocations to hedge funds when appropriate to client objectives. Portfolios appear to follow a core equity allocation supported by satellites for diversification, with discretionary management concentrated at a single custodian to streamline trading and reporting.

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Public Holdings

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Location & Offices