MainStreet Advisors

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Form CRS

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Tree Trunks

Separate Account Management (SAM)

Our Separate Account Management (SAM) portfolio is our most customized solution for client asset management. The SAM platform provides clients with access to a tailored large cap strategy (core, dividend, or Socially Responsible Investment) complemented with allocations to other domestic and foreign equity strategies.

Additionally, a short/intermediate portfolio of individual bonds is available with allocations to other fixed income strategies including Treasury Inflation Protected Securities (TIPS), high yield, preferred stocks, long-term and foreign bonds. Each well-diversified portfolio includes allocation to alternative investments such as commodities, hedging strategies, domestic/foreign real estate and private equity.