Automated Portfolio Solution (APS)

Our most efficient way for institutions to manage client portfolios. MainStreet Advisors provides mutual fund portfolios that may be uploaded into your trust accounting system. A monthly data feed provides your clients with access to our latest Tactical Asset Allocation Models. This platform provides clients with access to a fully diversified portfolio of fixed income, equity, and alternative investments.

Most trust account systems can be set to automatically rebalance these portfolios on a monthly basis. Regardless of whether you have 10 or 1,000 portfolios on this platform, technology helps manage these accounts prudently and cost effectively.

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.