MainStreet Advisors

Fall Conference Thank You

Thank You

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Our 2017 Fall Conference presentations, photo directory, and survey are now available.link

Speaking Opportunities

In The News

Conference Appearances

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Marketing Tools 4

MSA Marketing Tools

Step-By-Step Guide

Our newest site couldn't be easier to use!link

Isolated Conifers

Investment Committee

At MainStreet Advisors, every Portfolio Manager is involved in the strategy, analysis and decision making in managing client portfolios. Our Investment Committee is structured using a team-oriented approach, as we value the expertise, insight and contributions of each member of our Investment Committee.

The MainStreet Advisors Investment Committee meets regularly to discuss aspects of the investment management process. The committee is made up of members of the investment management team and includes Portfolio Managers, Portfolio Analysts and Investment Analysts.

Asset AllocationThe Investment Committee oversees the following subcommittees:

  • Asset Allocation Subcommittee
  • Equity Subcommittee
  • Fixed Income Subcommittee
  • Alternative Assets Subcommittee

 

Each subcommittee has a designated subcommittee Chair and at least two Portfolio Managers, along with several Portfolio Analysts and Investment Analysts. The role of the subcommittees is to develop recommendations pertaining to a designated asset class. Recommendations from the subcommittees are brought before the Investment Committee for review and final approval.