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. The portfolio combines growth and value styles, with risk and return characteristics similar to the S&P 500.
View StrategyDividend 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.
View StrategySustainable 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. The portfolio has the objective of providing risk, return, and ESG characteristics similar to the MSCI KLD 400 Social Index.
View StrategyAll 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. The portfolio combines growth and value styles, with risk and return characteristics similar to the S&P 1500 index.
View StrategyFixed Income Strategies
MainStreet Advisors provides active fixed income investment management for investors and offers a variety of investment solutions across the yield curve. Ours is a unique approach that includes research across capital structures in the search for income and return for today’s investors.
Managed Maturity Strategy
The Managed Maturity strategies seek to provide a high degree of income while managing consistent liquidity through a laddered bond structure relative to customized guidelines.
View StrategyLiquidity Asset Management (LAM)
The Liquidity Asset Management (LAM) strategies seek to provide a high degree of income/total return while managing the liquidity and risk structure relative to customized guidelines and/or comparable index.
View StrategyIntermediate Strategy
The Intermediate strategies explore cross-sector relative value opportunities to construct a high-quality portfolio that seeks to outperform similarly managed portfolios and the appropriate Bloomberg U.S. Intermediate Index.
View StrategyCore Strategy
The Core strategy explores cross-sector relative value opportunities to construct a high-quality portfolio that seeks to outperform similarly managed portfolios and the Bloomberg U.S. Aggregate Index.
View StrategyPreferred Strategy
The Preferred strategy explores subordinated securities within a company’s capital structure to construct an enhanced yield portfolio that seeks to outperform similarly managed portfolios and the ICE BofA Fixed Rate Preferred Securities Index.
View StrategyAsset 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.
View Investment Objectives & Asset Allocation RangesEnvironmental, 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. The portfolio has the objective of providing risk, return, and ESG characteristics similar to the MSCI KLD 400 Social Index.
View StrategySustainable 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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