High Net Worth
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.
As a Registered Investment Adviser, Main Management is a
Fiduciary committed to act in each client’s best interest.
- Partners are 20% of assets under management and provide unlimited service to all clients.
- We focus on high-touch, reliable client service. We use our experience, knowledge and networks to help clients achieve their investment management goals.
- We manage all types of accounts. Assets are held in custody at leading Wall Street brokers including Schwab and TD Ameritrade.
Low cost, liquid and diversified strategies, primarily using ETFs: Active, Buy-Write, International, All Asset, Thematic
Investments are highly liquid. Can implement strategies around entry/exit of positions, option overwriting, hedging, and ongoing rebalancing with a focus on risk management
Our internal research group and Investment Committee will keep you informed through webcasts and market updates
Seek superior risk adjusted yields through Municipal Bonds, Treasuries, Money Market funds, CDs and Cash-secured put selling
Through our institutional relationships, we often are able to facilitate access to capital at substantially lower rates than traditional banks and broker dealers
Expedited wires when needed. Our wire approval process adds an extra layer of security
Review and monitoring of your existing long-term financial objectives
Our team sets up distribution and contribution schedules, reconciles positions daily, and provides consolidated reports on progress
We also provide research and advice on outside investment proposals & opportunities such as Venture, Private Equity, Real Estate, Insurance
Sensitive to tax liabilities. Work with each client to help optimize gains and losses – including tax aware investing and charitable giving strategies
Liaise with your accountant on quarterly estimates and delivery of tax documents
Work with your Trust and Estate attorney and any Trustees for all Trust issues
For a weekly email from Main Management about trends shaping markets, industries and the global economy.