MAIN STREET INVESTMENT ADVISORS, LLC

Overview

Main Street Investment Advisors, LLC is an independent registered investment adviser that manages concentrated equity-oriented portfolios for individuals, families and small institutions. The firm emphasizes equity exposure, maintaining a capital-allocation role for clients and selecting outside managers when appropriate. Its advisory services center on financial planning, discretionary portfolio management for individuals and small businesses, and the selection of other advisers to plug gaps in client programs. The firm charges both percentage-of-AUM and fixed-fee arrangements depending on client needs. Investment philosophy leans toward public, exchange-traded equities as the primary return engine, with supplementary use of mutual funds and third-party real estate managers to introduce diversification and alternative income or inflation-hedging characteristics. The adviser is not positioned as an ESG specialist.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices