Fiduciary Investment Services

When it comes to banking and investing, you are thoughtful about your strategic partners. So are we. That’s why we selected MainStreet as our investment advisor.

Schedule a complimentary consultation (510) 456-6955

Meet MainStreet advisors

As one of the nation’s largest investment advisory firms focused on clients of trust and wealth management advisors, MainStreet offers investment management services for a variety of clients, including large institutions, endowments, individuals, agencies, trusts, and retirement accounts.

At a glance:
  • Founded in 2003
  • Registered with the Securities and Exchange Commission (SEC)
  • Over $7 billion in assets under current advisement
What to expect:
  • Talented team of experienced professionals
  • Outstanding client service
  • Effective communication
  • Disciplined investment process
  • In-depth investment research

Five risk-based investment objectives help MainStreet build portfolios that are well-diversified across a broad range of asset classes and types of investments, which can be customized to include investments in individual equities, fixed income, mutual funds, and exchange-traded funds. MainStreet is able to provide unbiased advice through a carefully researched and constructed open-architecture platform.

How we work together

Fremont Bank works closely with MainStreet Advisors to deliver the quality service and investment expertise you expect — and that we built our reputation on. Together, we can offer these services in an efficient and cost-effective manner.

Fremont Bank receives no commission, fees, or other compensation from MainStreet Advisors for any investments bought or sold on our clients’ behalf. As a fiduciary, we feel we must present unbiased investment solutions, free of proprietary product recommendations, and reflective of current market and economic considerations.

3 Ways to Get Started

Receive financial guidance specific to your situation for a customized investment experience. Learn more about our Fiduciary Investment Services solutions.

Get to Know Us

Meet the team behind our Trust & Estate services.

Learn More

See how we can help you plan for your future.

Free Consultations

Schedule an appointment with no obligation.

Trust and Investment Management Services offered through Fremont Bank:

NOT A BANK DEPOSIT NOT GUARANTEED BY THE BANK MAY LOSE VALUE
NOT FDIC-INSURED NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

Fremont Bank and its representatives do not provide tax or legal advice. Each individual’s tax and financial situation is unique. Consult your tax advisor for advice and information concerning your particular situation.

Deposit products offered by Fremont Bank.