Meet the Team! Introducing Jacob Swartz - Private Client Advisor, Director of Research at?#MainStreetResearch Want to learn more about Jacob and our team? Click here: https://bit.ly/3MR3vGR. #WealthManagement?#MeetTheTeam Disclosures: https://bit.ly/3TCc78H
Main Street Research
投资管理
Sausalito,CA 1,491 位关注者
Trust & Reliability Since 1993 ?? Sausalito?Manhattan?Greenwich?Lakeville
关于我们
Main Street Research is a Registered Investment Advisor serving individuals, families and foundations. Since 1993, a select group of investors have turned to our professionals for expertise in wealth management and global investment strategy. Since we typically manage the bulk of a client’s “serious” assets, we thoroughly understand each client’s circumstances and manage each client account separately. Because our compensation is correlated to each client’s success – and nothing else – we share a vested interest in achieving upside performance while managing downside risk. We believe that our innovative investment style and Active Risk Management process are central to successful, long-term performance in today’s complex global financial markets. Visit our website at www.ms-research.com to learn more!
- 网站
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https://ms-research.com/important_disclosures
Main Street Research的外部链接
- 所属行业
- 投资管理
- 规模
- 11-50 人
- 总部
- Sausalito,CA
- 类型
- 私人持股
- 创立
- 1993
- 领域
- Family wealth planning、Investment management、Risk mitigation、Foundations / Non-profits、Company retirement plans、Wealth management、stock market、wealth planning、individuals wealth planning 和retirement planning
地点
Main Street Research员工
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Nick Hatzidakis
Director-Lead Trader at Main Street Research
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Matthew Northrop, CFP?
Financial Planner | Financial Services | Relationship Management, CFP
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James E. Demmert
Founder - CIO @ Main Street Research | Award-Winning Author | Speaker & Educator | Enthusiast of Finance, Vintage Porsches & Neckties
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Aaron Stern
Managing Partner, West at Main Street Research
动态
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Diving into U.S. markets on CNBC World's Street Signs—watch now! #MainStreetResearch?#WealthManagement?#StockMarket?Disclosures: https://bit.ly/3TCc78H
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Outlook on oil and energy sector - Discussing Occidental Petroleum's performance in the market. Thank you, BNN Bloomberg, for having us! #MainStreetResearch #WealthManagement #StockMarket Disclosures: https://bit.ly/3TCc78H
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Santa Claus is coming to town! ?? Click here to read the full articles and watch our recent media appearances: https://bit.ly/3NASbzc. #MainStreetResearch #WealthManagement #DOW100k #Elections #SeekingAlpha #Reuters #Kiplinger Disclosures: https://bit.ly/3TCc78H
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Santa Claus is coming to town! ?? Click here to read the full articles and watch our recent media appearances: https://bit.ly/3NASbzc. #MainStreetResearch #WealthManagement #DOW100k #Elections #SeekingAlpha #Reuters #Kiplinger Disclosures: https://bit.ly/3TCc78H
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Today is the big day! Watch our Founder and CIO, James Demmert, for guidance on navigating the election results. #MainStreetResearch #WealthManagement #Elections #Markets Disclosures: https://bit.ly/3TCc78H
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Meet the Team! Introducing Natalie McMahon - Partner, Chief Operating Officer and Chief Compliance Officer at #MainStreetResearch Want to learn more about Natalie and our team? Click here: https://bit.ly/3MR3vGR. #WealthManagement #MeetTheTeam Disclosures: https://bit.ly/3TCc78H
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Three-Stock Lunch: our take on CVS Health, American Express & Lamb Weston. Thank you,?CNBC, for having us! #MainStreetResearch?#WealthManagement?#StockMarket? Disclosures: https://bit.ly/3TCc78H
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Check out our latest Wealth Planning Update to learn more about tax-loss harvesting, looming tax changes in 2025 and more! Watch - https://bit.ly/3NJob3S Listen - https://bit.ly/3YC45ir Read - https://bit.ly/4eVPPHb #MainStreetResearch #WealthPlanning #WealthManagement #taxes #TaxLossHarvesting Disclosures: https://bit.ly/3TCc78H?
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Our journey of growth continues - exciting things ahead! #Mainstreetresearch #WealthManagement Disclosures https://bit.ly/3TCc78H