The QUESTION YOU MUST ASK?

Is the organization structured to work for you or them?

THE QUESTION YOU MUST ASK?

Is the organization you are working with structured to work for you first or for them first.

A modular APPROACH

You should always take the best from the past, leave the worst back there and go forward into the future.

MAIN & WALL is an ASPIRATIONAL BRAND

ASPIRE TO

The Reality is that you will not find A lot of support for this on WALL STREET

UNTIL MAIN STREET VOTES WITH ITS FEET - AND IT IS HAPPENING

Why -because it takes more work, experience and responsibility to deliver.

and is not as lucrative as selling products. WALL STREET HATES IT

MAIN STREET LOVES IT

Consistent with that REALITY is That the WEALTH MANAGEMENT Business is moving From the WALL Street Model to the MAIN street Model for obvious reasons

SEE Sidebar

To provide true Wealth MANAGEMENT means leaving nothing on the table - the ability to address the full spectrum of planning issues - MAIN Street

Through a single point of contact

NOT just going after  the low hanging fruit 

This Module needs to be able to perform at this LEVEL.

Some can play at this Level some can't.

To Build The Portfolios Many Clients are looking for Requires a fiduciary responsibility and an active approach - WALL STREET

The  ability to generate real returns, and protect principal in a low return environment requires a modular approach.

This MODULE needs to be able to perform at this level.

Some can play at this level some can't.

The MAIN & WALL APPROACH

The MAIN & WALL Approach is literally decades in the making. With over 25 years of experience in working with individual investors we do things for a reason. These trends have been in place for years and are now becoming apparent on MAIN Street. IT's time to set the bar Higher. Some can play at this level some can't.

On the side bar on the right you will see
1- AVOIDING CONFLICTS
2- AVOIDING BLUNDERS
3- THE BLUEPRINT FOR SUCCESS
Different Firms have different approaches. This is how we do business.
AVOIDING CONFLICTS- Main & Wall is a fee only Registered Investment Advisor. Our only compensation comes from the management fees our clients pay. We do not receive commissions or receive any other form of compensation. Our goal is the same as yours to see your assets grow.
AVOIDING BLUNDERS- The Crown Jewel in our approach is our portfolio Management System. We specialize in Modular Portfolio Construction and Management an approach based on the Endowment Model. This is an open platform that seeks best fit solutions - See Modular Portfolio Construction.
The BLUEPRINT for SUCCESS - The Blueprint is an article I read a couple years ago and found it to clearly articulate the challenges ahead and the way the business needs to evolve to meet them. I think you will find it interesting.

USING A MODULAR APPROACH TO FIND BEST FIT SOLUTIONS

A Solution Model vs a Distribution Model is the Next Generation in Wealth Management and requires a corresponding structure. A Modular approach is a framework that seeks best fit solutions.

To compete in the 21st Century you need a MODULAR APPROACH

Some have made the Move, Some have not and some are simply trapped by the past.

THE MAIN & WALL APPROACH - DECADES IN THE MAKING

With over 25 years of experience working with Individual investors we do things for a reason. Evolution is Modular We have created a modular approach to both The Financial Planning process and the Investment Management Process. Together we call it the MW Alpha Matrix Financial Manager. AMFM - Listen to the MUSIC. Get "it"?

What is a MODULAR APPROACH

A modular approach separates the components of a system or process and seeks best fit solutions. To use a sports analogy think of a football team. You have a head coach, an offensive coordinator, a defensive coordinator, special teams, etc etc. and each selected for a reason.

Modular Wealth management separates the components of Financial Planning - To analyze, maximize and protect your cash flow and Asset management - to maximize investment returns.

Current wealth management combines the two in a HMO structure. The Modular approach separates and coordinates a team of specialists to provide a PPO structure. 

OUR STRUCTURE

REQUIRES A NEW STRUCTURE
To support you in this effort we created a MAIN STREET Division to address life Planning issues,
a WALL STREET for investment management, MW UNIVERSITY for information, and MAIN & WALL Athletics to bolster your competitive Spirit.

MAIN & WALL

A next generation Wealth Management - COMBINING The best of Both WORLDS

It's a Modular World

The world is Flat and a flat world is Modular