30 Liberty Ship Way, 3rd Floor
Sausalito, CA 94965
800. 357.3863 www.ms-research.com
Di;erent types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client or prospective
client’s portfolio. An investor whose assets are managed by Main Street must understand and be willing to accept those risks, including the loss of a substantial amount of any such
investment. Those risks include the risk of changes in economic and market conditions, the concentration of investments within a portfolio, and the volatility of securities.
“As fiduciaries, our goal is to place
our client’s best interest first and
our team is dedicated to providing
the highest standard of care, skill,
prudence and diligence.”
We believe the very best client-advisor experiences come to fruition when client goals are put first, along with
advisor compensation aligned with client performance – not commissions or hidden fees.
Since its founding in 1993, Main Street Research has acted as a fiduciary to its clients. This designation comes
naturally to our team – to treat each client with the highest standard of care and ensure that every decision is in
their best interest. The theme of fiduciary responsibility touches every part of our organization, including our fee
structures, which we believe are aligned with client results.
If you would like to learn more about establishing a relationship with a team who puts your interest first, and
our distinctive fee structures, give us a call. Minimum relationship $1,000,000. Go to www.adviserinfo.sec.gov
to see our ADV Part 2A Brochure for complete information about our services, fees and important disclosures.
—Charito A. Mittelman JD, IACCP®