Mainwall Investment Management, LLC

Mainwall Investment Management is a small, independent, fee‑only advisory firm managing roughly $17.8 million in discretionary assets for a limited number of clients. It provides discretionary portfolio management primarily for individual and high‑net‑worth clients and also works with charitable organizations, while generally not offering comprehensive financial, estate, or insurance planning services.

The firm implements portfolios using fundamental analysis and both long‑ and short‑term equity and fixed‑income strategies, allocating across individual equities, debt instruments, mutual funds, and ETFs. Accounts are managed on a discretionary basis with ongoing monitoring and reporting, and the firm typically recommends major custodians for execution and custody.

Noteworthy aspects include that the firm advertises past performance results in its materials, while its brochure also emphasizes standard performance cautions and discloses that it does not accept performance‑based fees. Its small scale and limited client roster support more individualized oversight, and the inclusion of charitable organization clients is an atypical element among its independent‑firm peers.