What We Do

  • Investment Philosophy

    At The Main Street Group, we believe that schools and credentials are not substitutes for real-world experience. We’ve seen the disastrous results of bad decisions and

    “get rich quick” opportunities, and believe that shortcuts, speculation and short-term investment philosophies just
    do not work.

    With our real-world experience in mind, we’ve developed a simple list
    of our iron-clad rules. We believe in:
    > Hard work and solid research

    > Investing for income first and growth thereafter.

    > Stocks with good dividends. We want our clients to get paid  while waiting for growth.

    > Preferred stocks ahead of bonds.

    > Selecting the right investment tools for the right situations.

    > A total approach, incorporating tax strategies, estate planning,
    and preservation of assets for your family.

    > Calling in other knowledgeable professionals when you need
    specialized advice.

    We believe that growth is good, not greed. Our goal is to take the lessons
    we have learned in over 25 years of business and help our clients develop
    their own conservative investment philosophy. To this end, we actively
    encourage our clients to avoid:
    > Companies that can’t explain what they make or sell.

    > Companies with invisible customers.

    > High-risk investments.

    > Chasing rates of return. An investment’s past performance is not
    an indicator of future achievement.

    > The Tooth Fairy! Money does not magically appear.

    > Fads, trends, speculation, and industry buzzwords, especially if
    the only goal is bragging rights.

    The best piece of advice that we’ve ever heard came from our
    company president’s grandfather, who was a farmer. He said: “Always remember: there is no right way to do a wrong thing.”

    Disclosure: Stock investing involves risk, including loss of principal. No strategy assures success or protects against loss.

  • With our real-world experience in mind, we’ve developed a simple list of our iron-clad rules.

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    FINANCIAL STRATEGIES Block (1)

    View the areas where The Main Street Group offers assistance and expertise.

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    Client Experience Block

    The hallmark of The Main Street Group is the concierge-level treatment we provide for our clients.

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    Getting To Know You Block

    One of the biggest things that sets The Main Street Group apart is the relationships our advisors have with their clients.

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    Second Opinion Block

    If you already have a financial advisor, are you happy with the relationship you have? Let The Main Street Group give you fresh perspective on your financial plan.

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    GIVING BACK Block

    At The Main Street Group, we believe that the community has a right to expect successful companies to give back.

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    View all events from Main Street Univeristy, Client Appreciations, and Coffee with Cathy.

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