MainStreet Advisors provides institutional clients with the documentation necessary for audit and compliance. Don’t let your institution come under scrutiny for not being in compliance with internal procedures or generally accepted fiduciary practices.

Choose one or all three of our detailed compliance reports. Each report provides you with an analysis of every security on your books. These reports provide an approved list of securities that meet the requirements of your Investment Policy Statement and a research wire detailing the reasoning for non-conforming securities. These tools will give you comfort in knowing that the securities under your watch are in compliance with your Investment Policy Statement.