MainStreet Advisors

Quarterly Conference Call

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Goals & Objectives

Assessing our clients' goals and objectives is an important part of our investment process. We work diligently to identify the investments that we believe are suited to our clients' needs.

MainStreet Advisors' Investor Questionnaire is designed to assist clients in assessing risk tolerance and determining the appropriate asset allocation of their investments based on a number of factors. Our Investment Policy Statement is used to evaluate clients' financial needs, risk tolerance, investment time horizon and outside investments. Continual dialogue with clients further assist portfolio managers in guiding investment decisions and structuring portfolios to meet client needs.

Investment Policy Statement Printable Investment Policy Statement Fillable Investment Questionnaire