We believe the best portfolios are built on partnership.
Main Management is an independent, partner-owned asset manager based in San Francisco. Since 2002, we've worked alongside advisors and institutions — designing portfolios, refining models, and giving direct access to the team that builds them.
every market cycle since
independent
Sector Rotation
Dynamic active management across S&P 500 sectors, guided by valuation and catalyst.
FlagshipBuyWrite
Hedged equity income — long-dated, in-the-money covered calls written over a core equity portfolio.
ComplementaryInternational
Country-level rotation across developed and emerging markets.
ComplementaryThematic Innovation
Focused exposure to secular growth themes, selected with valuation discipline.
All Asset
Complete portfolios that pair Main's strategies with third-party ETFs across five risk profiles, from accumulation through retirement.
Latest insights
Q4 2026 Macro Outlook
Our quarterly look at the macro landscape: Treasury yields above our 4–5% comfort range on a rise in real rates, a Fed the market expects to keep hiking, earnings that carried the entire year's return, the AI capex cycle, and our estimated S&P 500 range for year-end 2027.
Q3 2026 Market Recap
A quarter that hinged on energy: Brent back above $100, the Fed's first rate hike since 2023, a 10-year Treasury at its highest close since 2002, and earnings strong enough to let equities consolidate the spring's gains.
Weekly Market Note — Week of October 5–9, 2026
September Composite PMIs pushed the U.S. to 58.4, the highest since July 2021, and the JPM Global Index to 54.3, the best since May 2023, while preliminary October Michigan Consumer Sentiment fell to 46.3 as Current Conditions hit a record low of 44.7.
Weekly Market Note — Week of September 28–October 2, 2026
September Nonfarm Payrolls added just +29k jobs against forecasts of 90k as wage growth slowed to +3.02% Y/Y, the weakest since May 2021, while the final Q2 2026 GDP reading was revised up to +2.22% Q/Q from +1.50% and Corporate Profits rose to a record $3.88 trillion.
Direct access to the investment team
Main Management is a partner-owned firm. When you call, you reach the people making the decisions — the investment committee, research, client, and operations & trading teams who run the money and answer the phone.
Meet the team
Trust matters more than max returns — and is earned in conversation.
Talk with the team
Talk with the investment team, share a model, or ask about a position.