Manager Select

BEST OF BREED PORTFOLIO SOLUTIONS

Manager Select (MS) is MainStreet Advisors’ separately managed account [SMA]. Through MS, we provide access to professional institutional portfolio managers worldwide. MS portfolios can be custom tailored to meet each client’s objectives. MainStreet Advisors performs the due diligence and maintains a list of recommended managers whose style and portfolio characteristics best fit each client’s objectives. 

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MANAGED WITH POWERFUL TECHNOLOGY TO MAXIMIZE EFFICIENCY:

Portfolios that deliver broad diversification across every size account. Managed with powerful technology to maximize efficiency.


RESEARCH AND DUE DILIGENCE


UMA CONTRACT AND DELIVERY


DATA TRANSMISSION FOR SMA


CUSTOM WORKFLOW CONSULTING


TAX LOSS HARVESTING


MANAGER SELECT

Provides transparency and opportunity for personalization. 

  • Manager Select (MS) is MainStreet Advisors’ separately managed account [SMA] platform for high net worth clients.
  • Through Manager Select, we provide access to professional institutional portfolio managers worldwide.
  • MS portfolios can be custom-tailored to meet each client’s objectives.
  • MainStreet Advisors performs the due diligence and maintains a list of recommended managers whose style and portfolio characteristics best fit each client’s objectives.
  • MainStreet Advisors maintains a list of recommended managers.
  • Each MainStreet Advisors’ portfolio manager retains discretion to make trading decisions and place trades on behalf of the client.