Main Street Research is a Wealth Management firm located in Sausalito, CA. They are considered a "boutique" investment firm catering to a limited number of clients who desire exceptional service and investment results. They typically manage the bulk of a client's liquid net worth and assist each client with all matters related to their wealth. They manage each client's portfolio separately and inv
est in U.S. Their methodology incorporates a unique Active Risk Management (ARM) process. In keeping with their philosophy of maintaining the highest quality service and performance, they offer a traditional fee structure based on assets as well as a unique fee based on investment performance. The Main Street Research, LLC facebook page is open to the public and people “liking” it may include employees, family members and clients. By “liking” the page, no person is explicitly or implicitly endorsing or recommending Main Street Research nor any of its employees, products or services. It is not known whether the individuals listed approve or disapprove of Main Street Research or the advisory services provided by Main Street Research. This site provides investment related information but not individual investment advice. Its content is not based on knowledge of any individual’s needs or circumstances. The investment securities and strategies are not suitable for all investors. Any mention of investment strategies, products, services, or returns is not intended as a recommendation, advice or an offer to buy or sell securities. Past returns are not indicative of future results and investors should not assume that any investment will be profitable.
