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Main Street Research - Personalized Wealth Management 30 Years of Trust Reliability Since 1993 Main Street Research serves as a fiduciary for private and institutional investors Our services include bespoke financial planning strategies directed towards generating wealth that lasts generations Our modern investment style incorporates individual securities which provide transparency, low cost and an ability to engage our distinct Active Risk
Main Street Research - Who We Are The formation of Main Street Research was inspired by our founders' deep commitment to helping individuals, families and foundations become financially secure for generations These are the very same values that inspire our team today: Trust Reliability We serve clients near our offices in the San Francisco Bay Area and New York metropolitan
Main Street Research - Our Process Main Street Research also offers a fee structure based on the asset value and performance of your investment portfolio Performance based fees are equal to a percentage of the “net” profit of the investment portfolio and are subject to a high “watermark ” Therefore, Main Street Research is only entitled to a performance fee when the
Main Street Research - Contact Us Main Street Research LLC 30 Liberty Ship Way, Third Floor Sausalito CA 94965 P | 800 357 3863 F | 415 289 0105 Send us a message or set up a meeting See upcoming events and RSVP to talks
Main Street Research - Our Services At Main Street we have a dedicated team focused on helping non-profits, charitable organizations and retirement plans achieve their investment goals Main Street Research 30 Liberty Ship Way Third Floor Sausalito CA 94965 T 415 289 1010800 357 3863 | F 415 289 0105 587 5th Ave,
Main Street Research James' experience includes positions with LF Rothschild and Lehman Brothers before founding Main Street in 1993 He is a graduate of Harvard University Main Street Research 30 Liberty Ship Way Third Floor Sausalito CA 94965 T 415 289 1010800 357 3863 | F 415 289 0105 587 5th Ave, Ninth Floor New York,
Main Street Research Before joining, Main Street, Peter worked with UBS Private Wealth Management providing holistic planning and investment guidance to HNW individuals and families across generations Peter also worked with UBS Investment Bank, leading onboarding efforts for top-tier institutions and family offices Main Street Research 30 Liberty Ship Way
Main Street Research Aaron has been with Main Street Research since 2004, having also served prior as a consultant since 1999 He helps manage and lead the team at our headquarters in Sausalito, California His duties include overseeing Main Street’s technology systems including our industry leading portfolio management and trading systems, as well as the firm
Main Street Research - News Insights Main Street Research 30 Liberty Ship Way Third Floor Sausalito CA 94965 T 415 289 1010800 357 3863 | F 415 289 0105 587 5th Ave, Ninth Floor New York, NY 10017 T 646 731 1464 380 Greenwich Ave Third Floor Greenwich CT 06830 T 203 341 3848 342 Main Street, Lakeville, CT 06039 T 860 435 2350
Main Street Research As the Director of Research, and a Private Client Adviser, at Main Street Research, Jacob is responsible for leading our research activities and delivering exceptional results for our clients by utilizing his extensive knowledge in portfolio construction, security, and market analysis He is dedicated to providing white glove service to our