The MAIN & WALL Story
Originally founded in 1991 to align the emerging discipline of financial planning with institutional investment management for the individual investor, align strategy with purpose, and put the needs, goals and interests of Main Street first - we were MAIN & WALL® before MAIN & WALL was cool. Today, in the world of finance as well as in the world of politics, the debate, relationship and interplay between Main Street and Wall Street - society and finance - is now front page, center stage and all the rage.
Most think of them as an either/or proposition, and the emergent and reflexive nature of the relationship makes it infinitely complex, challenging and constantly evolving. Don't confuse us with those still trying to bring Wall Street to Main Street; Merrill Lynch blazed that trail in the early 20th Century…
Today, MAIN & WALL® is a next generation platform for the 21st century based a concept we developed, called Modular-Finance Theory™, a blend of Quantitative & Behavioral Finance, Complex Systems Theory, Multiple Models, Design & Systems Thinking & Combinatory Play. Our approach is decades in the making but fundamental in nature.
A Message from the President
Through many years of working with individual investors, I’ve recognized that there is a crying need for an organization which can provide objective and personalized investment management services to the private investor. While many institutions claim to meet this need, few are adequately structured to deliver the type of service this market demands. I founded MAIN & WALL® to specifically address the needs of the private investor.
The key to our success lies in the focus and commitment of the organization. Our only interest is in establishing long term relationships with investors who demand nothing less than the same quality of resources and management expertise that institutional investors receive. Plus, we deliver a level of personal attention and responsiveness to investors' needs that large firms, simply by the nature of their size, are unable to provide. You’ll find us a first-class investment management organization well-equipped to meet your needs without the potential “conflicts of interest” you may encounter from commission based advisors or “account executives”.
— Robert Sefcik
President & Founder