MainStreet Advisors

Relationship Summary

Form CRS

Relationship Summary

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Speaking Opportunities

In The News

Conference Appearances

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Asset Allocation

Time to Diversify.

Asset Allocation

Learn about our asset allocation strategies. link

Rorschach Treetops

Automated Portfolio Solutions (APS)

Automated Portfolio Solutions are MainStreet Advisors' primary method for institutions to manage client portfolios. We create mutual fund portfolios that may be uploaded into your trust accounting system.

A monthly data feed provides clients with access to our latest Asset Allocation Portfolios which include a fully diversified portfolio of fixed income, equity and alternative investments. Most trust accounting systems can be set to automatically rebalance these portfolios on a monthly basis. Regardless of whether you have 10 or 1,000 portfolios on this platform, technology helps manage these accounts prudently and cost effectively.