There’s a lot more to say about this unconventional vision. Mostly, these ideas are best shared in person but to give you an idea of what we’re talking about take a look below:
Main Street Financial:
True customization and personalization, drawing on an immense range of services. The specific blend is dictated 100-percent by you. Every client gets institutional-grade investment management. From there, we add some of the most meticulous and invigorating financial planning you can find. There’s much more, if and when you need it: tax management, estate planning, philanthropy. The list goes on and on.
Our services fall into three broad categories:
David oversees all areas of Main Street Financial and works directly with clients to create and implement financial strategies that meet their goals and objectives. David has over 15 years of financial industry experience concentrating on institutional investing and business strategy. Before starting Main Street Financial, David spent 10 years with Clear Channel Communications implementing strategic business strategies. David earned his degree from Ohio Wesleyan ‘98.
Alex leads the investment process at Main Street Financial, conducting economic analysis and providing guidance on asset allocation decisions. Alex also performs ongoing due diligence on managers of both public and private investment vehicles for inclusion in client portfolios. Alex has over 19 years of investment experience. He earned the CFA charter in 2001 and the CAIA designation in 2013.