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        "excerpt": " Main Street Research Skip to content Toggle Navigation what we do wealth planning investment management relationship & fees charitable giving institutional services & nonprofits who we serve who we are our founder insights in the news contact login set up a meeting Toggle Navigation menu what we do wealth planning investment management relationship & fees charitable giving institutional services & nonprofits who we serve who we are our founder insights in the news contact login set up a meeting Main Street Research – Wealth Management Rodrigo Castillo Bonner 2026-08-27T14:43:42+00:00 Generational Wealth through Planning & Performance Main Street Research serves as a fiduciary for private and institutional investors. Our services include bespoke financial planning strategies directed towards generating wealth that lasts generations. Our modern investment style incorporates individual securities which provide transparency, low cost, and an ability to engage our distinct Active Risk Management process to protect clients from significant loss. This combination of growth and risk management paired with a fee structure aligned with client results have been essential to our client’s success for over three decades. Set Up A Meeting Explore Our Services Disclosures Disclosures We are a Boutique   and a Fiduciary   We are a Boutique and a Fiduciary Your financial goals are unique, and your financial advice should be as well. Whether you are an institutional investor or an individual, we take the time to understand your specific concerns and goals. Then we develop investment solutions specifically tailored to your individual needs. enhancing your future wealth is our goal Whether you are concerned that your assets last your lifetime, or that of future generations, we believe it is important to build a customized financial model of your assets. This also adds value for institutional investors with predetermined spending policies. From these financial models, our team can make assumptions and projections “putting the odds in your favor” of reaching your long-term goals. we invest the way you should Our transparent and cost-effective investment strategy uses individual securities, including stocks and bonds from around the globe. our fees are aligned with your results Our fees are based solely on assets under management, or a combination of assets and performance. By the Numbers 0 + Years Of Experience 0 +Billion Under Management 0 Professionals 0 Office Locations As of Q3 2026 × Sausalito Office × Manhattan Office × Greenwich Office × Lakeville Office Canada Mexico Austria, Germany, Italy, Netherlands, Spain, Switzerland and the UK Japan Our Founder’s Books Our founder is a recognized thought leader in the industry, serving as our Chief Investment Officer and is the author of influential books on the subject. The Journey to Wealth describes how you can create real wealth using a strategy that works in today’s volatile, globalized financial world—a proven strategy that increasingly builds returns without succumbing to catastrophic market crashes. Learn more The Sustainable Endowment takes a profound look at the complications that exist in non-profit governance, as well as the forces that move financial markets and determine the success or failure of non-profit endowments, impacting whether they survive or not. Learn more In Wall Street Lessons, you will learn how to avoid 13 of the most common psychological investment blunders you might be driven to make due to fear, greed, or both. It will go on to show you how to leave that mindset behind and become a disciplined, rational investor.. Learn more As Seen On As Quoted In Let’s Get Started Set Up a Meeting Our Services Wealth Planning Investment Management Relationship & Fees Who We Serve Lifecase Disclosures Privacy Policy Terms of Use Important Disclosures Form CRS Form ADV Our Brochure Careers Contact Us 30 Liberty Ship Way, Third Floor Sausalito CA 94965 T 415.289.1010 | F 415.289.0105 587 5th Ave, Ninth Floor New York, NY 10017 T 646.731.1464 380 Greenwich Ave, Third Floor Greenwich CT 06830 T 203.341.3848 342 Main Street Lakeville, CT 06039 T 860.435.2350 Contact Us Follow Us Page load link Go to Top ",
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