Asset Management

  • Equities
    Fixed Income & Equities

Main Street Asset Management offer a broad variety of Asset Management investment products. Some of these investment products include Stocks, Bonds, Mutual Funds, ETF, REIT, as well as Fee-based Programs.

Fee Based Programs

A Fee Based Program is an Investment Account in which the Advisor's compensation is based on a set percentage of the client's assets under management instead of commissions. Contrast this to a Commission-based Investment Account, in which the Advisor is compensated based on the commission generated through transactions.

Some of the Fee-based products available through our firm Include:
Advisor Directed
Financial Advisor Program or Managed Opportunities Advisor Directed Programs

Third Party Institutional Money Managers
Wrap Portfolios
Separate Managed Accounts

Brokerage Accounts

A Brokerage Account is an arrangement between an Investor and a Licensed Brokerage Firm that allows the investor to deposit funds with the firm and place investment orders through the brokerage, which then carries out the transactions on the Investor's behalf. The Investor owns the assets contained in the Brokerage Account and must usually claim any Capital Gains as Income that he or she incurs from the account.

Available securities for trade on a standard brokerage accounts include:
Mutual Funds
Equities
Fixed Income
Options

Alternative Investment

An Alternative Investment is an investment in asset classes other than Stocks, Bonds, and Cash. The term is a relatively loose one and includes tangible assets such as precious metals, art, wine, antiques, coins and stamps as well as some financial assets such as Real Estate, Commodities, Private Equity, Distressed Securities, Carbon Credits, Film Production and financial Derivatives. Investments in Real Estate and Forestry are also often termed Alternative despite the ancient use of such real assets to enhance and preserve wealth.

Some of the Alternative Investment products available through our firm include:
Real Estate Investment Trusts (REIT)
Business Development Companies (BDC)
Managed Futures Funds
Hedge Funds

Annuities & Life Insurance

An Annuity is a contractual financial product sold by financial institutions that is designed to accept and grow funds from the investor and then, upon annuitization, pay out a stream of payments to the individual at a later point in time. The period of time when an Annuity is being funded and before payouts begin is referred to as the Accumulation Phase. Once payments begin, the contract is in the Annuitization Phase.

Life Insurance or life assurance, is a contract between an insurance policy holder and an insurer, where the insurer promises to pay a Designated Beneficiary a sum of money (the benefit) in exchange for a premium, upon the death of an insured person (often the policy holder). Depending on the contract, other events such as terminal illness or critical illness can also trigger payment. The policy holder typically pays a premium, either regularly or as one lump sum. Other expenses (such as funeral expenses) can also be included in the benefits.

Annuities & Insurance Products

Some of the annuities products available through our firm include:
Variable Annuities
Fixed Annuities
Immediate Annuities
Index Annuities

Some of the Life Insurance products available include:
Whole Life
Variable Life
Universal Life
Term Life
Disability
Long Term Care