The Main Street Group

Overview

The Main Street Group is an independent, privately owned registered investment adviser organized as a corporation. The firm is registered with the SEC and has held that registration since 2018. Its client mix includes individuals and families as well as institutional relationships, and its advisory offering centers on financial planning and portfolio management for individuals and small businesses. Fee arrangements are flexible: percentage of AUM, hourly, and fixed-fee engagements are all used. Investmently, the firm tilts toward liquid pooled vehicles — public funds, mutual funds and ETFs — while also maintaining allocations to a range of alternative strategies. The Main Street Group identifies as an active ESG investor, which suggests ESG considerations are applied across at least portions of its public- and private-market allocations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices