Main Street Asset Managment

Main Street Asset Management provides investment advisory and financial planning services to a range of clients including individual investors (both high-net-worth and non‑HNW), pension and profit‑sharing plans, trusts, estates, charitable organizations, and corporations. Services described in the brochure include discretionary portfolio management, financial planning and consulting, pension-related advice, educational seminars/workshops, and advisory assistance for real‑estate‑based investments and other alternative assets held in self‑directed retirement accounts.

The firm emphasizes continuous personal contact and tailors initial portfolio allocations to client goals and risk tolerance, then manages accounts generally on a discretionary basis while permitting client restrictions. Investment approaches cover a broad spectrum — from long‑term buy‑and‑hold to short‑term active trading (including market timing, short sales, options, and the use of leverage) — and the firm may recommend or facilitate non‑public investments, tax lien certificates, and direct real estate transactions for suitable clients and self‑directed IRAs.

Noteworthy features for a firm of this size include the availability of multiple fee arrangements (percentage‑of‑assets, fixed, and hourly billing) and an option to enter performance‑based compensation for qualified clients, plus the offering of educational workshops and pension consulting. The firm’s principal is also licensed as a real‑estate broker and is affiliated with entities that develop, hold, and offer private placement interests in real estate; the brochure discloses these affiliations and potential conflicts and also notes the firm does not serve as a private fund adviser.