Viewing as

Your financial quarterback

As a Registered Investment Adviser, Main Management is a fiduciary, acting in each client's best interest.

By the numbers

$4.8B Assets under management/advisementas of March 31, 2026
20+ Years of experience
160+ Institutions & households
served
Who we serve

Categories are never
a perfect fit

and we'll take it from there.

01

Institutions, Foundations & Endowments

Family offices, pension funds, and more. Portfolios built around your spending policy, governance, and time horizon, with a team that answers to your board directly.

02

Businesses & Start Ups

Operating cash, treasury reserves, and founder liquidity managed with the same care, shaped to your runway and goals, with a direct line to the people managing the money.

03

Private Clients

Investors and families who want a portfolio built for them and a manager they can actually reach. Disciplined through every market, not driven by headlines. Service first, with no layers in between.

04

International Investors

Cross-border clients who need an attentive U.S.-based fiduciary, at home with global custody, reporting, and the particulars of your situation.

About Main Management

An independent firm, owned by the people who manage your money

Founded in 2002, Main Management serves institutions, family offices and private clients as a fiduciary — relationship-driven, with the people who manage the money a phone call away.

Learn more about Main
The Main Management team in downtown San Francisco
Client first, exceptional service

The people who manage your money, a phone call away

Trust is the cornerstone of every relationship. When you call, you reach the team that manages your money — no call center, no layers in between.

Our commitment to you
A Main Management strategy discussion at the whiteboard
Partnership through every market cycle

Risk management at the center

We believe every investor should keep more of their returns. The biggest threat to that is rarely the market; it's the urge to react to it. Our process keeps decisions grounded in valuation and evidence, not emotion. Liquid, transparent, tax-aware, and built to last through every market.

How we manage your investments
San Francisco skyline