Founded in 2003, MainStreet Advisors is a trusted partner to banks, trust companies, RIAs, and wealth advisors nationwide. We deliver a comprehensive suite of outsourced investment solutions, combining disciplined portfolio management with the tools and support advisors need to grow their businesses.
Our investment offerings include Direct Indexing, Manager Select separately managed accounts, and Fund Allocation Portfolios—alongside custom strategies built with mutual funds, ETFs, and individual securities. We implement and manage portfolios designed to meet diverse client goals while adhering to rigorous regulatory requirements.
Beyond investments, we empower our partners with value-added services that strengthen relationships and drive growth. From proprietary investment research and timely market commentary to client-ready marketing materials and fully branded digital tools, MainStreet Advisors provides the resources to help advisors engage clients with clarity and confidence.
From Main Street to Wall Street, we remain focused on delivering sound advice, innovative solutions, and the professional guidance that investors seek all backed by technology, research, and a highly experienced team.
We know the importance of strong client relationships, and have built our firm on trust, collaboration and communication. MainStreet Advisors offers:
- Disciplined investing with a long-term focus
- Customized investment solutions
- An experienced team of investment professionals
- Attentive client service
- In-depth investment research
- Professional marketing, sales and operations support
Commitment
Our highest priority is to act in our clients’ best interest. This unwavering commitment has been the foundation of our firm since day one, and holds true today.
Focus
Our clients are at the center of all we do. Through listening and collaboration, we focus on developing investment strategies best suited to our clients’ unique needs and objectives.
Teamwork
From portfolio management to sales and marketing support to client service, each member of our team works closely with clients to meet their needs and exceed their expectations.
