MainStreet Advisors

Relationship Summary

Form CRS

Relationship Summary

Click here to view our Form CRSlink

Marketing Tools 2

MSA Marketing Tools

Grow Your Business

Our newest site will help expand your marketing efforts.link

Asset Allocation

Time to Diversify.

Asset Allocation

Learn about our asset allocation strategies. link

Sand Dune

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.