Streamline Management of Smaller Accounts Efficiently
Watch our Fund Allocation Portfolios video below to see how it works and discover the benefits it can offer your clients.
MainStreet Advisors Fund Allocation Portfolios (FAP) provide clients with a powerful resource for managing client portfolios. FAP are constructed using a combination of mutual funds and ETFs or entirely of ETFs, dependent upon client circumstances. Broad asset class diversification is obtained through fixed income, equities and alternative investments such as commodities, hedging strategies, domestic/foreign real estate and private equity.
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What works for one person might not work for another.
Portfolios that deliver broad diversification across every size account.
Fund Allocation Portfolios
Managed with powerful technology to maximize efficiency.
