30 Liberty Ship Way, 3rd Floor
Sausalito, CA 94965
800. 357.3863 www.ms-research.com
“It’s di;erent here… ”
Since 1993, we have achieved investment success by avoiding trendy and costly Wall Street “products.” Unlike
most investment firms, our team focuses on a more research intensive, transparent and cost e;ective strategy
which uses individual securities — stocks and bonds from around the globe. When combined with our Active Risk
Management process, we bring a style of investing that is truly di;erent…focused on enhancing wealth, while
mitigating the risk of catastrophic loss.
If your family or foundation could benefit from how we achieve investment success and what makes us di;erent,
feel free to give us a call. Minimum relationship $1 million.
— James E. Demmert
Founder – Managing Partner
Past performance is not indicative of future results. Therefore, no current or prospective client should assume that future performance of any specific investment or investment
strategy (including the investments and/or investment strategies recommended or undertaken by Main Street) will be profitable. 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. Those risks include the
risk of changes in economic and market conditions, the concentration of investments within a portfolio, and the volatility of securities. Certified Financial Board of Standards Inc.
owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U. S.
