Portfolio Management

A PROSPEROUS PORTFOLIO NEEDS CONSTANT CARE

MainStreet Advisors maintains portfolio management platforms to give institutions the right tool for every client situation to increase your efficiency.

Customized research, combined with all of the benefits of Open Architecture, allow you to provide clients with personalized solutions. Choose the right platform to fit each client’s needs. These Portfolio Management Solutions serve a range of client profiles to streamline your investment process.

Separate Account Management (SAM) - Our most customized solution to manage client assets.

Manager Select (MS) – Our separately managed account platform.

Fund Allocation Portfolios (FAP) – Our Tactical Asset Allocation models invested in funds.

Automated Portfolio Solution (APS) - Our most efficient way for institutions to manage client portfolios

Monitor Portfolio

Portfolio maintenance involves assessing the client’s goals and objectives and taking care to ensure that the current portfolio structure is appropriate in today’s market.

Portfolio Reviews

We monitor portfolios using custom software that links with leading trust accounting vendors.