A complete list of active advisors currently associated with Mainstream Capital Management

Warmer can help you find a great advisor at Mainstream Capital Management or one who fits your needs even better.

Mainstream Capital Management serves individual clients including high‑net‑worth households as well as businesses and corporations, offering comprehensive financial planning and discretionary portfolio management across equities, fixed income, REITs, MLPs and certain private investments. The firm provides combined planning and investment services and will accept customized client restrictions so long as they do not hinder management of the selected strategy. The firm’s investment process relies on fundamental security analysis and tactical asset allocation, with a focus on risk‑adjusted returns and diversification across styles, sectors and regions. It also deploys alternative-oriented strategies uncommon among similar advisers — including absolute return long/short approaches and the selective use of leveraged or inverse mutual funds and ETFs for hedging or enhanced exposure — and acknowledges that portfolios may be concentrated at times. Distinguishing features include the firm’s operational stance toward industry affiliations: unlike the small subset of supported firms that act as registered representatives of broker‑dealers, Mainstream Capital has no broker‑dealer affiliate and no employees registered with broker‑dealers while requiring custody relationships with Charles Schwab or Raymond James. The firm’s principals bring extended experience from bulge‑bracket banks, hedge funds and consulting practices, and related persons may hold insurance appointments with a stated fee‑offset policy intended to mitigate conflicts of interest.

To learn more about the advisors currently working at Mainstream Capital Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.