Fund Allocation Portfolios

GAIN EFFICIENCY AND STREAMLINE THE MANAGEMENT OF YOUR MODEST SIZE ACCOUNTS

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.


ETF PORTFOLIOS


FUND + ETF PORTFOLIOS


AUTOMATED PORTFOLIO SOLUTIONS


SUSTAINABLE LEADERS PORTFOLIOS


YEAR END CAPITAL GAINS ASSESSMENT


Fund Allocation Portfolios

Managed with powerful technology to maximize efficiency.

  • MainStreet Advisors Fund Allocation Portfolios (FAP) provide clients with a powerful resource for managing client portfolios.

  • Fund Allocation 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, real estate and private equity.

  • Additionally, this platform provides access to MainStreet Advisors’ Sustainable Leaders portfolios that cater to specific environmental and social concerns.