Main Street Investment Management

Overview

Main Street Investment Management is an independent, privately owned limited liability company that advises both individual/family and institutional clients. Its listed advisory services include financial planning, portfolio management for individuals and small businesses, and pension consulting; the firm’s profile does not identify it as a registered pension consultant. Fees are charged as a percentage of assets under management and via fixed-fee arrangements. The firm does not present itself as a capital allocator, is not an active ESG investor, and operates without a multi-state adviser designation. An industry affiliation with an insurance company is noted.

Assets & Accounts

Investments & Alternatives

Location & Offices