Trust & Reliability

Since 1993

Main Street Research serves as a fiduciary for private and institutional investors. Our services include bespoke financial planning strategies directed towards generating wealth that lasts generations. Our modern investment style incorporates individual securities which provide transparency, low cost and an ability to engage our distinct Active Risk Management process to protect clients from significant loss. This combination of growth and risk management paired with a fee structure aligned with client results have been essential to our client's success for over two decades.

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Top 1200: Barron's Financial Advisors 2020Financial Times: Top Financial Advisers 2020
Financial Advisor Magazine

What We Believe In

Since 1993, individuals and institutions have turned to the professionals at Main Street Research for investment and wealth management expertise. Whether you and your family have private wealth or you are an institutional investor, we are committed to understanding your expectations and applying them to a carefully developed, long-term strategy. Our communicative style makes it possible for you to have goal oriented investment results and a personal, responsive client/advisor relationship.

We Are a Fiduciary

We have an obligation to always act in your best interest. Your financial goals are unique, and your financial advice should be as well. We take the time to understand your specific concerns and goals. Then, we develop tailored investment solutions to your individual needs.

Your Future Wealth is Our Goal

Whether you are concerned that your assets last your lifetime, or that of your future generations, we believe that it is important to build a customized financial model of your assets. From this wealth planning model, our team can make assumptions and projections to “put the odds in your favor” of reaching your long-term goals.

We Invest the Way You Should

A transparent and cost effective investment strategy, using individual securities including stock and bonds – from around the globe.

Our Fees Are Aligned with Your Results

Our fees are based solely on your assets or a combination of assets and your performance.

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By The Numbers


Years of Experience

$1.5+ Billion

Under Management




Office Locations
As of Q3 2021

Commentary from Our Team

Markets Update | Phase II of The Recovery

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Equity & Fixed Income Markets – The Transition

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A Talk with Schwab's Chief Investment Strategist: Liz Ann Sonders

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Our Founder's Books

Founder and Managing Partner, James Demmert published “The Journey to Wealth” an entertaining and provocative viewpoint on investing today.
" The Journey to Wealth  strikes a winning combination: authoritative information written by a polished professional presented in a highly digestible, extremely attractive, high-quality package. " — Barry Silverstein, Foreword Reviews
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New York Book Festival honorable mentionBest Book Awards FinalistBeverly Hills Book Awards WinnerNational Indie Excellence Awards
The Sustainable Endowment is a profound look at the complications that exist in non-profit governance as well as the forces that move financial markets and determine the success or failure of non-profit endowments, impacting whether they survive or not.
"Quote Needed?"
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New York Book Festival Honorable MentionIndie Book Awards WinnerLiving Now Book Awards HonorsBeverly Hills Book Awards finalistBest Book Awards WinnerGold Ink Awards

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