Fund Allocation Portfolios (FAP)

MainStreet Advisors provides you with a powerful resource to help manage your client portfolios. Our Tactical Asset Allocation Models fuel written quarterly reviews of your accounts. Portfolios are constructed using a combination of mutual funds and ETFs or entirely of ETFs, based on your client’s circumstances. Broad asset class diversification is obtained through fixed income, equities, and alternative investments. Additionally, this platform provides access to our Socially Responsible Investment (SRI) portfolios that cater to specific environmental or social concerns.

Research Tools

Model Portfolios	Fund Reports	Research Wires	Approved List
Specific guidelines for each of five distinct investment objectives with fund recommendations to gain appropriate asset class exposure	Comphrehensive details on each fund including fund strategy, fundamentals, performance, portfolio composition, and news.	Communicates changes in our opinions regarding asset allocation, asset class allocation, sector allocation, or security fundamentals.	Timely information on each fund's performance in a concise report that serves as a compliance tool for your Trust Investment Committee.