MainStreet Advisors

Research Wire 2020

Research Wire

Portfolio Changes & Market Commentary

Find our latest Research Wire.link

Politics and Investing

New Brochure

Politics and Investing

Download our new brochure.The Intersection of Politics and Investing

Marketing Tools 1

MSA Marketing Tools

Build Your Brand

Capitalize on our newest marketing support service.link

Mountain Tableau

Form ADV Part 2

The Form ADV is the uniform form used by investment advisors to register with both the Securities and Exchange Commission (SEC) and state securities authorities.

The form consists of two parts. Part 1 requires information about the investment advisor’s business, ownership, clients, employees, business practices, affiliations and any disciplinary events of the advisor and/or its employees.  This form is available to the public on the SEC’s Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov

Part 2 requires investment advisors to prepare narrative brochures written in plain English that contain information on the advisory business, fees and compensation, investment practices, financial condition and more.

Form ADV Part 2 Form ADV Part 2b