The Main Street Research Difference:

At Main Street Research, we enjoy a highly personal and professional relationship with our clients and the satisfaction derived from providing a valuable, team oriented service. Our work is provided on a fee-only basis and we do not sell any products or receive any type of commission or finder’s fees. As a result, our interests are aligned with those of our clients. Our infrastructure is based on state-of-the-art technology. This enables your information to be accessed readily and accurately to quickly respond to changes in the financial markets and/or your circumstances. Our technology systems allow you to receive accurate, detailed reports quarterly and upon request and, if you choose, via secure paperless delivery.

Since Main Street Research typically manages the bulk of a client’s liquid net worth, we tailor each portfolio to fit your needs and goals and work closely with your other professionals to make it possible that those needs are met and goals achieved. Ultimately, our services may allow you to pursue those things in life that you do best and enjoy the most. Additionally, you are alleviated from the responsibility of having to deal with the demanding tasks of day-to-day money management, and are allowed the confidence that your financial security has the full-time attention of a team of professionals.

A Relationship Based On Mutual Success
Your success is important to each member of our team. The only compensation we receive is based on either the value of your assets or our unique performance based fee. Additionally, each member of our team shares in the firm’s equity or revenue. Therefore, your expectations for investment performance, risk management and a high level of service are directly tied to each team member's goals. The result is a mutually beneficial relationship targeted at meeting and exceeding your expectations.

Main Street Research supports the Local and Global Community
At Main Street, our team actively supports organizations and efforts that are productive to the community. This includes organizations such as The Rotary, which are well known for their worldwide philanthropic efforts, as well as other small local organizations that have the goal of giving back to the community. We are also one of the first firms of our kind to receive the environmentally friendly Bay Area Green Business designation for our efforts in running a truly green business.

Charitable Giving
As citizens of the community in which we live and work, we recognize the importance of giving back. Below are a few of the organizations to which we lend our time and financial support.