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Portfolio Management
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MainStreet
Advisors portfolio management solutions are supported by specialized
research
tools. Whichever platform is right for your client, MainStreet Advisors
assists
you in the documentation of investment decisions by publishing
materials that
support portfolio management solutions.
Separate
Account
Management (SAM) and Manager Select
Our
SAM and Manager Select platforms are constructed with either a
portfolio of
individual stocks that are based on one of our Large Cap Model
Portfolios or a
portfolio created by a manager. To compliment these platforms, we
publish
Portfolio Reports that present the characteristics of portfolios
including
composition and historical performance. Periodic Research Wires and a
current
Approved List also support SAM and Manager Select.
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. |
Fund
Allocation
Portfolios (FAP) and Automated Portfolio Solutions (APS)
Our
FAP and APS platforms are constructed with mutual funds and/or ETFs
that are
supported by Model Portfolios, Fund Reports, Research Wires, and an
Approved
List.
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Model Portfolios
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Fund Reports
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Research Wires
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Approved List
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Specific
guidelines
for each of five
distinct investment objectives with
fund
recommendations
to gain appropriate
asset class exposure
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Comphrehensive
details on each
fund including
fund strategy,
fundamentals,
performance,
portfolio composition, and news.
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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.
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