Manager
Select is MainStreet Advisors separately managed account platform. This
platform offers your high net worth clients access to professional
institutional portfolio managers worldwide.
These
portfolios provide a comprehensive wealth management solution. They can
be custom tailored to meet your client’s specific needs ranging from
gaining exposure to a certain hedging strategy to managing a small cap
portfolio.
MainStreet
Advisors performs the due diligence required to select managers whose
style and portfolio characteristics best reflect the specific needs of
your clients. MainStreet Advisors maintains a list of recommended
managers. Each manager retains discretion to make all trading decisions
and places trades on behalf of the client.
Research Tools
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Portfolio Report
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Research Wires
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Approved List
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Analysis
of portfolio
statistics, style allocation,
performance, and
composition
provide
information necessary
to stay on top of a strategy. |
Communicates
changes
in our opinions regarding
asset allocation, asset class
allocation, sector allocation,
or security fundamentals. |
Timely
information on
security performance in
a concise report that
serves as
a compliance
tool for your Trust
Investment Committee. |