120 North LaSalle Street, 33rd Floor
Chicago, IL 60602
(312) 223-0270 (phone)
Membership Level: Silver Service Member
Valued member since December 2009
MainStreet Advisors is an investment advisory firm dedicated to serving the bank trust and wealth management industry. We help clients grow and become more efficient by offering sales support, brand enhancement, outsourced investment management, and operations consulting.
Included among our Portfolio Management Solutions are:
Automated Portfolio Solutions (APS) – APS portfolios provide modeling and periodic rebalancing of portfolios.
Fund Allocation Portfolios (FAP) – FAP provides model portfolios with a combination of mutual funds and ETFs or entirely ETFs, dependent upon client circumstances.
Separate Account Management (SAM) – SAM portfolios provide a customized solution with access to a tailored large cap strategy complemented with allocations to domestic and foreign equity strategies.
Manager Select (MS) – MS portfolios provide a comprehensive wealth management solution; designed for ultra-high net worth and institutional clients.
Our Target Clients Include:
Bank Trust Departments
Independent Trust Companies
Registered Investment Advisors