MAIN STREET INVESTMENT MANAGEMENT

Overview

Main Street Investment Management is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves both individual and family clients as well as institutional and small-business clients. Its advisory slate centers on financial planning, portfolio management for individuals and small businesses, and pension consulting services. Fee arrangements are a mix of percentage-of-AUM and fixed fees, and nearly all managed assets are run on a discretionary basis. Investment approach is tilted toward publicly available pooled products—public funds and mutual funds drive the bulk of portfolio construction—while alternatives are accessed through third-party managers rather than in-house direct ownership. The firm is not positioned as an active ESG investor and operates with a compact geographic footprint rather than as a multi-state advisory network. It also maintains an industry affiliation with an insurance company, which can influence product placement and client solutions.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices