Disclosures

Barrons Ranking

Barron's 2023 rankings are based on data provided by around 6,000 of the nation's most productive advisors. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice, and philanthropic work. Main Street Research, LLC is independent and unaffiliated with Barron’s and did not pay a fee to be included in the rankings.  The ratings are not indicative of future performance.

Forbes | SHOOK Research Top RIA Firms

Main Street Research is independent of and unaffiliated with Forbes Magazine. The ranking noted was given based on specific criteria and methodology defined by Forbes Magazine. Main Street Research did not pay a fee to be included in the ranking database. The Forbes ranking of America’s Top RIA Firms, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone, virtual and in-person due diligence interviews, and quantitative data. The algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience, and those that encompass best practices and approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. The ranking may not be representative of any one client’s experience because it reflects an average of all, or sample of all, the experiences of an adviser’s clients. Main Street’s receipt of such a ranking should not be considered a guarantee of future performance or results.

Articles, Newsletters & Market Commentary

All information provided in all Articles, Newsletters and Market Commentaries or other pages included on our website is for informational purposes only and no warranty is either expressed or implied by their presentation. The information presented may contain a discussion of, and/or provide access to, Main Street’s (and those of other investment and non-investment professionals) positions and/or recommendations as of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from Main Street, or from any other investment professional. Main Street manages portfolios according to each client’s specific investment needs. Therefore, each client’s portfolio has its unique set of circumstances and consequently, investment results. Main Street’s outlook may change if new information is provided by the client or if there are material changes in the market or investment recommendations. Opinions expressed on this site or in the articles accessible are subject to change without notice and, due to the rapidly changing nature of the security markets, may quickly become outdated.

Main Street is neither an attorney nor accountant, and no portion of the website content should be interpreted as legal, accounting or tax advice. Furthermore, the prospective client is solely responsible for determining whether any investment, security or strategy, or any other product or service, is appropriate or suitable for the prospective client based on the prospective client’s investment objectives and personal and financial situation. The prospective client should consult with an investment professional, or an attorney or tax professional regarding their specific investment, legal or tax situation.

Inherent in any investment is the potential for loss. Information contained in our Articles, Newsletters, Market Commentaries and other areas of the website is from sources believed to be reliable. Information contained in third party articles were prepared by independent outside parties and the accuracy of any such information may have changed subsequent to the publication of the article. Main Street does not guarantee the accuracy or completeness of information in these articles and assumes no liability for damages resulting from or arising out of the use of such information.

To the extent that any client or prospective client utilizes any economic calculator or similar device contained within or linked to Main Street’s website, the client and/or prospective client acknowledges and understands that the information resulting from the use of any such calculator/device, is not, and should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from Main Street, or from any other investment professional.

Each client and prospective client agrees, as a condition precedent to his/her/its access to Main Street’s website, to release and hold harmless Main Street, its officers, directors, owners, employees and agents from any and all adverse consequences resulting from any of his/her/its actions and/or omissions which are independent of his/her/its receipt of personalized individual advice from Main Street.

Social Media Disclosure

Main Street Research (“Main Street”) maintains a presence on third-party social media sites including Twitter and LinkedIn. Main Street is not affiliated with Twitter and LinkedIn, and has no control over how these and other third-party sites use the information you share. If you participate in these or other social networking sites, you should be familiar with their respective privacy/security policies, be knowledgeable about how account settings work, and be aware of how user information can be displayed and used throughout the site. Please remember for your own security, you should never communicate any personal or account information using these channels.

Main Street social media programs may follow another user, share or provide hyperlinks to third-party content, “like/favorite” third-party content. Doing so is intended to provide additional perspective and should not be construed as an endorsement of any services, products, guidance, individuals, or points of view outside of Main Street. All content distributed through Main Street’s social media channels are intended for U.S. residents only.

Whenever a third party posts content to our social media properties, this information remains the responsibility of the party submitting the content and does not represent Main Street’s viewpoints or serve as an indication or guarantee of future results. Content posted on Main Street’s social media channels should not be considered a recommendation or personalized advice. Where specific advice is necessary or appropriate, individuals should consult with a qualified tax advisor, legal advisor, CPA, Financial Planner or Investment Manager pertaining to the individual situations. Posts by others that describe opinions, views or experiences may not be representative or indicative of another’s personal experience. Finally, Main Street reserves the right to remove comments received from third parties based on its established criteria.

Please keep in mind that our industry regulates how we can conduct conversations in these types of forums. So if you don’t hear from us, don’t take it personally.

Copyright Information

All web pages are intellectual property of Main Street Research, LLC and are protected by copyright laws.  All copyrights for Main Street web presence are owned by Main Street with all rights reserved.  Any individual is allowed to view, print, and link to these pages provided they observe the following:

  1. The documents can only be used for non-commercial purposes.
  2. Our documents may not be associated with anything which is illegal, unethical or immoral.
  3. Our documents may only be used for informational purposes.

Cookies

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