The formation of Main Street Research was inspired by our founders' deep commitment to helping individuals, families and foundations become financially secure for generations. These are the very same values that inspire our team today: Trust & Reliability. We serve clients near our offices in the San Francisco Bay Area and New York metropolitan area. In today's technology-driven world we serve clients across the country as well as internationally.
Your financial success is important to each member of our team. The only compensation we receive is based on either the value of your assets or its performance — depending on which fee structure best suits you. 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.
Founded as a registered Investment Advisor
Joined The Schwab Advisor network
Introduced Performance Based Fees
Created Active Risk Management (ARM)
Introduced No Cost Wealth Planning Services
Celebrated Our 25th Anniversary
Named Barron's Top Advisor
Opened Our Lakeville, cT office
Opened Our Greenwich, cT office
Named Forbes Top Advisor
Opened Our Midtown Manhattan, NYC Office
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.
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.