PROCESS
1.
Fact finding: what are your goals, preferences, risk tolerance
2.
review your current portfolio and identify risks and inefficiencies
3.
explore proposed strategy and conduct any necessary due diligence
4.
Open Account & IMPLEMENT STRATEGY
5.
REVIEW & MONItOR: Keeping CURRENT WITH SHIFTING MARKETS AND CHANGING NEEDS
Main Street Alternatives works best with two Types of Clients
Self-Directed
Manage your own portfolio of stocks, real estate or have your own business? We can work together to identify your exposure to risk, add any necessary diversification, and strategically plan for the long-term.
Advisor plus
Want the benefit of having a financial advisor but still like making some of your own decisions? We can put together an investment strategy with your goals in mind that you can feel good about.