Main Street Research

Overview

Main Street Research is a boutique investment advisory firm dedicated to providing personalized wealth management and financial planning services to private and institutional investors. With over three decades of experience, the firm operates from offices in the San Francisco Bay Area and New York metropolitan area, serving clients both nationally and internationally. The organization emphasizes trust and reliability, aligning its fee structure with client results to foster strong relationships.

The firm offers fiduciary wealth management, bespoke financial planning, and active risk management. Its investment approach focuses on individual securities, such as global stocks and bonds, ensuring transparency and cost efficiency. Services are tailored to private investors, families, foundations, and institutional clients, prioritizing long-term financial security and customized solutions. In addition, the firm is committed to community involvement and environmental responsibility, reflecting its dedication to social responsibility.

Basic Information

Contact Details

• Phone: +1 415-289-1010
• Website: ms-research.com
• LinkedIn: linkedin.com/company/main-street-research

Key Focus Areas & Initiatives

• Family wealth planning
• Investment management
• Risk mitigation
• Foundations
• Nonprofits
• Company retirement plans
• Wealth management
• Stock market
• Wealth planning
• Individuals wealth planning
• Retirement planning
• Multi-scenario planning
• Financial planning
• Client-centric approach
• Active portfolio management
• Customized solutions
• Financial advisor services
• Client portal
• Asset management
• Performance-based fees
• Socially responsible investing
• Low cost investing
• Individual securities
• Financial consulting
• Fiduciary
• Estate planning
• Philanthropy planning
• Succession planning
• Long-term wealth creation
• Transparent investing
• Proprietary technology
• Risk management
• Generational wealth planning
• ESG investing
• Portfolio management
• Global investment strategies
• Holistic financial model
• Diversification
• Tax guidance
• Active risk management
• Market research
• Investment advisory
• Life insurance
• Nonprofit organization management
• Management consulting
• Law practice
• Legal services
• Financial advising
• Investing

Technologies Used

• AI
• AddThis
• Apache
• Azure Active Directory
• Box.net
• Circle
• Google Font API
• Google Tag Manager
• Mobile Friendly
• Outlook
• Remote
• Salesforce
• Vimeo
• Webflow
• WordPress.org
• reCAPTCHA