• Investment Firm Chicago
    Welcome to Main Street Financial
    A boutique investment firm rooted in providing customized investment services.

Every Client & Every Circumstance Is Unique


3 Dimensions of Service


Strategy

Main Street Financial architects customized investment solutions for qualified investors and institutions with specific objectives in mind.

Management

Main Street Financial designs and manages investment portfolios for individuals who seek broadly diversified portfolios.

Wealth

Main Street Financial supports high net worth client's wealth management objectives with comprehensive planning, implementation, analysis and monitoring.

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Main Street Advantages

Philosophy

Our confidence in the capital markets frees us to think differently about investing and push the frontiers of innovation. We translate financial research into real-world investment solutions with a unique approach that helps investors capture what the market offers in all its dimensions.

Process

Our process explores every aspect of dynamic real-world markets, including portfolio architecture, trading methodology and tax management.

Approach

We believe all segments of the market offer opportunities to generate risk-adjusted performance. We have developed rigorous and distinct investment approaches intended to maximize opportunities for a variety of investment objectives.

Independence

As a fee-only service provider, Main Street owes allegiance only to our clients. Our independence allows us to provide our clients access to the universe of investment options free of conflicts and proprietary products.

Main Street assembles custom investment strategies that suit our institutional client's specific needs. These portfolios take advantage of the Main Street experience, research capabilities and are designed to either enhance a specific benchmarked goal or generate absolute returns. Reporting and transparency are tailored to the needs of the institution.

Our approach to investing begins with the understanding that top-down decisions are the key driver of investment performance. Within the context of an institutional mandate, we incorporate macroeconomic views to inform all trading decisions. We aim to maximize risk-adjusted performance. We have developed rigorous and distinct investment approaches to find opportunities for a variety of investment objectives.
Main Street Financial brings customized planning and investment services to each relationship with the care of a boutique, offering you a plan that takes your full financial picture into consideration.

Our management process is designed to help meet your financial goals. By partnering with Main Street, you can benefit from a multi-asset management approach to investing that combines global asset allocation, manager selection and dynamic portfolio management.
The Main St. Advisor service provides access to hassle free sophisticated investment management. Designed for clients who want a dedicated higher level of investment service free of conflicting interests.

Main St. Advisor simplifies the process for you. From electronic account opening to sophisticated investment management and insight, Main St. Advisor gets you invested without the hassle or the high account minimums.

The Main St. Advisor platform allows you to see all of your accounts in one place, make better financial decisions, and get objective financial advice from some of the best professionals in the business.

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