Menu
Custom Model Consulting
"I've seen firsthand how our custom model portfolios enhance the client experience. By leveraging our expertise and tailoring models to each advisor's unique needs, we free up their time and mental bandwidth to focus on what matters most—building deep relationships with new and existing clients. Witnessing advisors strengthen these connections and deliver better outcomes as a direct result of our collaboration is truly rewarding."
The Main Management Difference
Provide
customized, institutional-quality investment solutions
Offer
a broader range of
options and expertise
Focus
on client relationships and
business growth
Receive
Support from a dedicated team committed to your success
Our Collaborative Approach
• Inform your dedicated sales team of your preferred managers/models, key risk categories, and client goals.
• Collaborate with our Research team to develop risk-based models that align with your preferences and objectives.
• Review and refine the models with your Sales team, providing feedback for necessary adjustments.
• Finalize the models and implementation plan with Sales and Research team members.
Our experienced Sales and Research teams collaborate extensively to ensure each
portfolio is built upon a strong foundation of investment expertise and
tailored to meet the diverse needs of your client base.
The Main Management Difference
• Complimentary Service: We provide our custom model portfolio service at no additional cost to advisors who work with us.
• Customization: We tailor our model portfolios to your specific requirements, ensuring a seamless fit with your practice.
• Efficiency: By outsourcing portfolio construction and management, you can focus on growing your business and serving clients.
• Finalize the models and implementation plan with Sales and Research team members.
Take the Next Steps 
Ready to explore how Main Management’s Custom Model Portfolio Solutions can help you build a more efficient, effective, and growth-oriented practice?
Contact us today to learn more and take the first step toward elevating your business.
Main Management, LLC (“Main Management”, or the “firm”) is an investment adviser registered under the Investment Advisers Act of 1940. The firm was founded in 2002 and provides investment management services primarily to high net worth, family groups, foundations/endowments, and serves as a sub-advisor to third-party investment advisors & broker-dealers. The information contained herein was prepared using sources that the firm believes are reliable, but the firm does not guarantee its accuracy. The information reflects subjective judgments, assumptions and the firm’s opinion on the date made and may change without notice. The firm is not obligated to update this information. Nothing herein should be construed as investment advice or a recommendation to purchase or sell securities. All equity investing entails risk of loss. The firm cannot assure any potential client that it will achieve the investment objectives discussed in these materials. Past performance does not guarantee future results.
