en     ru     jp
 
 
    LOGIN HERE!  
Add privatebanking.com as a search provider to your browser  
 
Advanced Search  
Private Banking & Wealth Management search tool 
     
  Search entity  
 
 
Home
      
North America
      
USA
      
Maryland
      
Westminster
      
Wealth Managers
      
Main Street Advisors, LLC
       
 
Back
 
   
Review Avg.
Reviews: 0
 
Contact Page
Additional information
Write Review
Browse Review

 
Additional information
 
Main Street Advisors, LLC
 
 
Overview: 

Main Street Advisors LLC is a completely independent, fee-only Registered Investment Advisor firm based in Westminster, Maryland and Hanover, Pennsylvania. What we do best is instill "money" confidence in our clients through our advisory services so that they sleep well at night. Not only do we manage investments for our delegator clients, we also assist them in making smart decisions as we integrate the other key areas of financial planning: cash flow/income sourcing, risk management, tax reduction, retirement planning, and estate planning. The proper coordination of one's investments with the other areas of financial planning is crucial to the long-term effectiveness and efficiency of one's "money".

We employ a five-step asset management process.
* We determine your risk profile and objectives through personal consultations with you. A personal profile is developed of your individual investment needs and objectives, time horizon, and attitudes toward investing.
* We develop and set a personalized asset allocation policy based on your needs and objectives. This policy maximizes your investment returns relative to your risk tolerance through the carefully diversified allocation of your investments, especially the all-important mix of "growth vs. fixed-income".
* Your asset allocation strategy is implemented and diversified across several asset classes and within proven management styles by investing in proven money management firms.
* Your investment portfolio is carefully monitored on an ongoing basis to ensure it is properly balanced, and to take incremental advantage of periodic market opportunities as they arise. We also monitor each manager on several levels, especially performance against appropriate benchmarks.
* We communicate with you on a regular basis and provide a comprehensive reporting package, which includes quarterly rates of return, monthly position reports, detailed transactions, and year-end tax reporting.


 
 
Back
 
 

Privatebanking.com
Get the attention you always wanted and promote your corporate image and standing by benefiting from our state of the art interactive web presence.
    Privatebanking.com
   
  Read more  
 
Ascent Limited
Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.
    Ascent Limited
   
  Read more  
 
 
Home News Library Newsletters Event Calendar Advertise About Contact FAQ
Privacy Policy     Terms of Service
 

©