MainStreet Advisors

Fall Conference 2017

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Click here to register for our 2017 Fall Client Conference, Sep. 21-22

Quarterly Conference Call

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Our quarterly conference call is now available for you to listen to.link

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Step-By-Step Guide

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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.