MainStreet Advisors

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Rorschach Treetops

Portfolio Management Solutions

Assessing financial goals and objectives is one of the first steps in developing an investment portfolio. As goals and objectives become more clearly defined, asset allocation decisions are made. We believe diversifying assets among many asset classes helps manage portfolio volatility and may result in higher expected returns, as holding non-correlated assets could increase the cumulative effect of gains over long periods of time.

Portfolio Management Solutions

Our Portfolio Management Solutions include the following portfolios: