Main Street Investments

Overview

Main Street Investments operates as an independent registered investment adviser serving individuals and families with a compact, discretionary portfolio practice. The firm’s investment approach centers on public equities: exchange-traded holdings account for the vast majority of assets under management, indicating a preference for liquid, listed securities and exchange-traded products. Advisory services are built around financial planning, portfolio management for individuals and small businesses, and pension consulting, and the firm charges clients through a mix of AUM fees, hourly rates, and fixed fees. The firm does not position itself as an ESG-focused manager and is organized as a limited liability company with individual ownership. Its activity profile also lists accounting among its business activities, suggesting integrated tax and accounting support alongside investment advice for its client base.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices