Bull Market Still Intact Despite Volatility Catch our insights from the CNA discussion. Thanks for having us! #MainStreetResearch #WealthManagement #CNA #Disclosures: https://bit.ly/3TCc78H
Main Street Research
Investment Management
Sausalito, CA 1,466 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
30 Liberty Ship Way
Third Floor
Sausalito, CA 94965, US
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342 Main Street
Lakeville, Connecticut 06039, US
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241 E 52nd St
New York, NY 10022, US
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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 | Enthusiast of Finance, Vintage Porsches & Neckties
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Aaron Stern
Managing Partner, West at Main Street Research
Updates
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#MainStreetSocial with our East Coast team! Celebrating teamwork and our partnership with Charles Schwab! #MainStreetResearch #WealthManagement #Schwab #CharlesSchwab Disclosures: https://bit.ly/3TCc78H
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Three-Stock Lunch: our take on Nvidia, Dollar Tree, and Iron Mountain. Thank you CNBC for having us! #MainStreetResearch #WealthManagement #StockMarket #Nvidia #DollarTree #IronMountain Disclosures: https://bit.ly/3TCc78H
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Coming soon! Join James Demmert, Lily Taft and Benjamin Armellini for an exclusive fireside chat on how upcoming elections could influence market dynamics and what it means for your portfolio. Secure your spot here: https://bit.ly/4gp95Ov 📅 When? Thursday, September 26, 2024 🕐 What time? 1:00 PM PST | 4:00 PM EST 📍 Where? Click to register: https://bit.ly/4gp95Ov #MainStreetResearch #WealthManagement #Election #Webinar #Markets Disclosures: https://bit.ly/3TCc78H
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Thanks for having us, Denver, CO! It was a pleasure to meet our business partners at the Charles Schwab national branch! Great times discussing Active Risk Management, election uncertainties, client success strategies, and even crypto! 🔍 Curious to learn more about #MainStreetResearch? Connect with us here: https://bit.ly/43jYlKQ 🔗 #WealthManagement #Schwab #CharlesSchwab Disclosures: https://bit.ly/3TCc78H
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As summer drifts into fall, we expect a change not only in the seasons, but also in monetary policy! This September is likely to be one to remember as the Federal reserve will likely make its first interest rate cut this cycle. Check out our latest Fixed Income Update to learn more! ➡ https://bit.ly/3MwK71z #MainStreetResearch #FixedIncome #Fed Disclosures: https://bit.ly/3TCc78H
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Meet the Team! Let’s start this series with someone who needs no introduction: James E. Demmert, Founder and CIO of #MainStreetResearch. Have you spotted the special guest in the background? #WealthManagement #MSR Disclosures: https://bit.ly/3TCc78H
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New business cycles and bull markets? Embrace these periods in their early stages, identify the key elements that are driving the upward trends, and vigilantly look out for risks that could derail the cycle. Check out our latest strategy update and explore different formats for accessing it. Watch - https://bit.ly/4dtg5I2 Listen - https://bit.ly/46W9H9E Read - https://bit.ly/3MiMWDE #MainStreetResearch #WealthManagement Disclosures: https://bit.ly/3TCc78H
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Thrilled to announce that our Founder & CIO, James Demmert, has been recognized by Barron’s as one of the nation’s premier investment advisors for the fifth consecutive year! #MainStreetResearch #WealthManagement #BarronsTopAdvisor #Barrons Disclosures: https://bit.ly/3TCc78H
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Just a decline in the bull market or something more serious long-term? Tune in for our outlook on the markets and gain valuable insights! Have questions? Our team is here to help: https://bit.ly/43jYlKQ #MainStreetResearch #WealthManagement Bloomberg #Dow100k #Finance #MarketsOutlook Disclosures: https://bit.ly/3TCc78H