Solutions

Equity Strategies

MainStreet Advisors’ individual equity portfolios offer customized solutions for client asset management. These portfolios provide clients with access to a tailored large cap strategy (core, dividend, or ESG) complemented with allocations to other domestic and foreign equity strategies.

Large Cap Blend


The Large Cap Blend strategy seeks long-term capital appreciation from a portfolio of primarily large-capitalization stocks with high quality, durable businesses.

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Dividend Income


The Dividend Income strategy seeks capital appreciation and a dividend yield higher than the broad equity market. The portfolio focuses primarily on companies with an attractive dividend yield, a strong record of increasing dividends, and potential for continued dividend growth.

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Sustainable Leaders


The Sustainable Leaders strategy focuses on companies with favorable Environmental, Social, and Governance (ESG) characteristics to compile a portfolio of primarily large-capitalization stocks with high quality, durable businesses.

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All Cap


The All Capitalization strategy seeks long-term capital appreciation from a portfolio of small, mid and large capitalization stocks with high quality, durable businesses.

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Asset Allocation Strategies

Multi-Asset Class Strategies


MainStreet Advisors maintains asset allocation solutions using mutual funds and ETFs to help clients achieve portfolio diversification and navigate various market environments. The process consists of establishing strategic asset allocation targets based on the economic environment, historical market data and statistical analysis. Tactical adjustments are made to strategic allocation targets based primarily on market opportunities or risks perceived by the MainStreet Advisors Investment Committee.

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Environmental, Social & Governance (esg)

Sustainable Leaders Equity Strategy


The Sustainable Leaders model portfolio focuses on companies with favorable Environmental, Social, and Governance (ESG) characteristics to compile a portfolio of primarily large capitalization stocks with high quality, durable businesses.

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Sustainable Leaders Mutual Funds & ETFs


Our Sustainable Leaders Fund Allocation Portfolios (FAP) solutions provide clients with an effective resource for managing client portfolios which cater to specific environmental and/or social concerns. FAP solutions are constructed using a combination of mutual funds and exchange-traded funds (ETFs) or entirely of ETFs, dependent upon client circumstances. Broad asset class diversification is obtained through fixed income, equities and alternative investments.

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