MainStreet Advisors

Quarterly Conference Call

Listen Now

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Our quarterly conference call is now available.link

Marketing Tools 3

MSA Marketing Tools

Brochures, Charts, PPTs and More!

Take a look at all the different products on our new site.link

Marketing Tools 5

MSA Marketing Tools

Impress Your Clients

Check out our professionally designed marketing materials, now available to you!link

Forest Trees

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.