A second set of eyes.
Dozens of managers, models, and funds. We study your lineup, build model sets around it, and find where Main genuinely complements what you already run.
The blend
Your managers, plus our strategies. One model set.
We study your lineup, build model sets around it, and find where Main genuinely complements what you already run. Never a rip-and-replace, and it’s work we’ve done for over twenty years.
Conservative
Moderate
Growth
01 Learn
Start with the book.
We map your clients, your platforms, and the managers you already trust.
02 Build
Fill the gaps together.
We draft the set with you, and bring the reasoning behind every choice.
03 Implement
Where you already work.
It goes live on your platforms. The operational lift is ours.
04 Partner
On the line as it runs.
Reviews, commentary, and updates, with the team reachable as markets move.
What we believe
Partnership runs three ways.
The best portfolios are built on partnership. We don’t just mean between us and you.
Between us and you.
We build the set together and stay on the line as it runs. You keep your book, your platforms, and your clients.
Between the investments.
Every holding is chosen to complement the others, not collide with them. The set is built to work as one.
Between you and your clients.
Portfolios they understand and trust. The kind that lets them sleep at night, and deepens their trust in you.
Start the conversation.
One working session: your book, your platforms, and where another set of hands would help. Many partnerships start with a single model in a few accounts.
When you call, we answer.
Prefer to reach out directly? Find your rep on the sales map →
We'll be in touch within one business day.
A member of the team will reach out directly.