Main Street Research is a Registered Investment Advisor serving individuals, families and foundations.
Since 1993, a select group of investors have turned to our professionals for expertise in wealth management and global investment strategy. Since we typically manage the bulk of a client’s “serious” assets, we thoroughly understand each client’s circumstances and manage each client account separately. Because our compensation is correlated to each client’s success – and nothing else – we share a vested interest in achieving upside performance while managing downside risk. We believe that our innovative investment style and Active Risk Management process are central to successful, long-term performance in today’s complex global financial markets. Visit our website at www.ms-research.com to learn more!
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Industry
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Investment Management
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Company size
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11-50 employees
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Headquarters
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Sausalito, CA
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Type
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Privately Held
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Founded
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1993
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Specialties
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Family wealth planning, Investment management, Risk mitigation, Foundations / Non-profits, Company retirement plans, Wealth management, stock market, wealth planning, individuals wealth planning , and retirement planning