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Main
Management LLC is an asset management firm that
was formed in August of 2002. The five founding partners were
senior directors at Montgomery Securities, which has since been
acquired by Bank of America. They have backgrounds ranging from
equity research, investment banking, sales and trading, to building
Montgomery Asset Management. Their collective intellectual capital
comprises over 130 years of investment experience. This experience
helped to create strategies that would alleviate many concerns
of family offices or ultra high net worth individuals; low fees,
low turnover and tax efficiency. Accordingly, Main chose to use
ETFs exclusively in portfolio construction. ETFs are relatively
inexpensive and provide tremendous diversification, transparency
and liquidity. Moreover combining ETFs with selective option writing
strategies effectively reduces volatility, further managing portfolio
risks. Main knows that reducing the expenses and turnover in managing
portfolios are the simplest way to enhance performance and increase
tax efficiency. After all, it’s not the gross returns that
matter but the amount the investor retains after taxes and after
fees that is most important. Applying our Philosophy
• ETF’s are used to obtain asset class, sector and
sub-sector exposure versus individual stock selection. This approach
is similar to picking the right haystack as opposed to seeking
out the elusive needle. Accordingly, selecting baskets of stocks
minimizes single stock risk.
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