INSTITUTIONAL INVESTORS

Main Management provides investment management solutions to a wide range of institutional investors ranging from trusts companies and Taft Hartley funds to pension funds and foundations.

Main Management's institutional solutions range from flexible client specific Separately Managed Accounts (SMA) which allow for client customization and personalization to limited partnerships which can be used as turnkey global asset allocation solutions or in conjunction with an existing portfolio.

Main Management offers institutional investors access to best in class strategies and service while keeping fees and trading costs low in order to maximize client returns.

Contact us today and let us help your institution achieve its investment objectives.

HIGH NET WORTH INVESTORS

Main Management provides investment management solutions to a wide range of high net worth investors ranging from taxable and non-taxable accounts to charitable trusts.

Main Management's high net worth individual solutions range from flexible client specific Separately Managed Accounts (SMA) which allow for client customization and personalization to limited partnerships which can be used as turnkey global asset allocation solutions or in conjunction with an existing portfolio.

Main Management offers high net worth individuals access to institutional class strategies and service while keeping fees and trading costs low in order to maximize client returns.

Contact us today and let us help you achieve your investment objectives.

INVESTMENT ADVISORS

Main Management provides sub-advisor services to independent investment advisors through multiple independent advisor platforms and custodians.

Main Management provides independent investment advisors with a way to distinguish themselves with institutional class strategies not typically available to retail investors. This is increasingly important in a saturated market of very similar investment strategies.

Main Management offers Strategies through the following platforms:
- FTJ FundChoice -
- Sawtooth Asset Management -
- TD Institutional -
- Schwab Institutional -
- LPL Financial - Manager Select -
- UBS -

Contact us today and let us help you achieve your financial objectives while helping your clients achieve their investment objectives.

RETIREMENT PLANS 401k

The Main 401k solution offers a significant upgrade to the traditional defined contribution plan. It offers participants many advantages not available in traditional "do-it-yourself" 401(k) plans. The key differentiator is relieving employees of the burden of the asset allocation decisions that have the greatest impact on portfolio returns and placing that responsibility in the hands of investment professionals.


Traditional plans require each plan participant to essentially act as the portfolio manager of their 401k plan assets. In other words the choice of whether to buy Emerging Market Bonds or Large Cap Value stocks are managed by participants. Typically though few of them have the time to effectively keep up with market fluctuations on an ongoing basis.


The Main Management 401k places critical asset allocation decisions into the hands of an experienced three person Investment Committee. They actively manages four dynamic ETF risk based portfolios which provide solutions for participants from their 20s until well into their retirement years. As such Main Management becomes an investment fiduciary to the plan thus relieving the plan sponsor of this duty.


To learn more about Main Management may improve the retirement benefits of a 401(k) plan and dramatically reduce the personal liability of plan fiduciaries, please call us (415) 217-5800.

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