Another successful visit to our partners at Charles Schwab | West Hartford. Thank you to the West Hartford team for having us! #MainStreetResearch #WealthManagement #CharlesSchwab Disclosures: https://bit.ly/3TCc78H
Main Street Research
Investment Management
Sausalito, CA 1,442 followers
Trust & Reliability Since 1993 📍 Sausalito・Manhattan・Greenwich・Lakeville
About us
Main Street Research is a Registered Investment Advisor serving individuals, families and foundations. Since 1993, a select group of investors have turned to our professionals for expertise in wealth management and global investment strategy. Since we typically manage the bulk of a client’s “serious” assets, we thoroughly understand each client’s circumstances and manage each client account separately. Because our compensation is correlated to each client’s success – and nothing else – we share a vested interest in achieving upside performance while managing downside risk. We believe that our innovative investment style and Active Risk Management process are central to successful, long-term performance in today’s complex global financial markets. Visit our website at www.ms-research.com to learn more!
- Website
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http://ms-research.com/important_disclosures
External link for Main Street Research
- Industry
- Investment Management
- Company size
- 11-50 employees
- Headquarters
- Sausalito, CA
- Type
- Privately Held
- Founded
- 1993
- Specialties
- Family wealth planning, Investment management, Risk mitigation, Foundations / Non-profits, Company retirement plans, Wealth management, stock market, wealth planning, individuals wealth planning , and retirement planning
Locations
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Primary
Get directions
30 Liberty Ship Way
Third Floor
Sausalito, CA 94965, US
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Get directions
342 Main Street
Lakeville, Connecticut 06039, US
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Get directions
241 E 52nd St
New York, NY 10022, US
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Get directions
380 Greenwich Ave
Third Floor
Greenwich, Connecticut 06830, US
Employees at Main Street Research
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Nick Hatzidakis
Director-Lead Trader at Main Street Research
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Matthew Northrop, CFP®
Financial Planner | Financial Services | Relationship Management, CFP
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James E. Demmert
Founder - CIO @ Main Street Research | Award-Winning Author | Speaker & Educator
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Aaron Stern
Managing Partner, West at Main Street Research
Updates
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🎥 Behind the scenes with our talented team! Stay tuned for what's coming next.🌟 #MainStreetResearch #BehindTheScenes #StayTuned Disclosures: https://bit.ly/3TCc78H
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Happy 4th of July! Wishing everyone a happy holiday! #MainStreetResearch
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Embracing team spirit with the East Coast crew! How do you like our hats? 🧢 #DOW100k #MainStreetResearch #WealthManagement #MSR Disclosures: https://bit.ly/3TCc78H
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Discover why consumer spending habits are shifting! 🛍️ Diving into why Booking Holdings is thriving while Disney is facing challenges. Don't miss out! #ConsumerTrends #BookingHoldings #Disney #MarketInsights #MainStreetResearch #WealthManagement #Investment Disclosures: https://bit.ly/3TCc78H
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🤔 Curious about the future of inherited IRAs? Wondering how unified investment strategies can simplify your financial life? Explore these topics and more in our latest Wealth Planning update! Follow the link to stay informed 🔗 https://bit.ly/3zhYR13 💼💡 Want to know more? Connect with our team now! ⮕ https://bit.ly/49TB58Q #WealthManagement #FinancialPlanning #WealthPlanning #MainStreetResearch Disclosures: https://bit.ly/3TCc78H
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Explore the duality of high interest rates: while beneficial for some companies, they pose challenges for others. Learn more in this insightful interview with Schwab Network. 💼💡 #InterestRateImpact #BusinessStrategies #FinancialAnalysis #MainStreetResearch #WealthManagement #Investment Disclosures: https://bit.ly/3TCc78H
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Join the forefront of the AI-driven bull market! 🚀 Don't miss out on the opportunity to strategically position your investments in the right sectors and stocks. It's not too late to capitalize on this transformative tech wave. Check out the insightful discussion between our founder-CIO, James Demmert and Bloomberg Radio host, Alix Steel for key insights. #AIBullMarket #InvestmentStrategy #TechRevolution #StockOpportunity #TransformationalTech #MainStreetResearch #WealthManagement #Investment Disclosures: https://bit.ly/3TCc78H
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The CFP Board recently celebrated a historic milestone of 100k CFP® professionals in the U.S., emphasizing the ever-growing need for competent and ethical financial planning. We're proud to have CERTIFIED FINANCIAL PLANNER™ professionals on our team, ready to assist you. Needing a holistic lens to your wealth? Working with our team of CFP® professionals can help to bring this full circle. ➡️ Connect with us here https://bit.ly/49TB58Q . Let’s embark on this journey together. #WealthManagement #CFP #FinancialPlanning Disclosures: https://bit.ly/3TCc78H, CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the U.S.
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🚴♂️ Join us in supporting Buckelew Programs Inc, the North Bay’s largest nonprofit provider of suicide prevention, addiction recovery, and other mental health services. A big shoutout to Jacob Swartz, Private Client Advisor and Director of Research, who on July 13 will embark on a 200-mile bike ride from Seattle to Portland to raise awareness and funds for this amazing organization. Together, we can make a difference! 🔗 Donate: https://bit.ly/3KI6C30 🔗 Learn more about the cause and the organization: https://buckelew.org/ #MainStreetResearch #CyclingForACause #BuckelewPrograms Disclosures: https://bit.ly/3TCc78H