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MainStreet Advisors, LLC

Mr. John Crosson, Managing Director
120 North La Salle
37th Floor
Chicago, IL 60602
(312) 223 0270 (phone)
(312) 223 0276 (fax)
Membership Level: Silver Service Member
Valued member since December 2009
MainStreet Advisors is an investment advisory firm dedicated to serving wealth management professionals. We provide portfolio management, retirement planning, investment research, and marketing support services.

Included among our Portfolio Management Solutions are:

• Automated Portfolio Solutions (APS) – provides modeling and periodic rebalancing of portfolios.
• Fund Allocation Portfolios (FAP) – provides model portfolios with a combination of mutual funds and ETFs or entirely ETFs, dependent upon client circumstances.
• Separate Account Management (SAM) – provides a customized solution with access to a tailored large cap strategy complemented with allocations to domestic and foreign equity strategies.
• Manager Select (MS) – provides 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
• Family Offices
• Accountants
• Law Offices

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