Main Street Research, based in Sausalito, CA, has been a trusted fiduciary for private and institutional investors since 1993, offering bespoke financial planning strategies aimed at generating long-lasting wealth. With a modern investment style that emphasizes transparency, low cost, and active risk management, Main Street Research has been instrumental in protecting clients from significant loss while promoting growth. Their client-focused approach, combined with a fee structure aligned with client results, has contributed to their clients' success for over two decades.
Committed to acting in the best interest of their clients, Main Street Research believes in understanding individual expectations and applying them to a carefully developed, long-term investment strategy. With a goal-oriented approach and a personal, responsive client advisor relationship, they strive to help clients achieve their financial goals. Their transparent and cost-effective investment strategy, utilizing individual securities from around the globe, ensures that clients' fees are aligned with their results. With over 100 years of combined experience and $1.7 billion under management, Main Street Research is a trusted partner in investment and wealth management.
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