The MAIN & WALL Story...

  Design Thinking Applied to The World of Finance

           Modular-Finance~in~Motion™

Founded in 1991 to align the emerging discipline of Financial Planning with Investment Management, 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 this is called goal based investing and a fiduciary standard of care. Back then we called it common sense and doing the right thing.

Today, in the World of Finance, as well as in the World of Politics, the debate, relationship and interplay between Main Street & Wall Street, Finance & Society, Democracy & Capitalism, is now front page, center stage and all the rage.

MAIN & WALL was not created to bring Wall Street to Main Street - Merrill Lynch blazed that trail in the 20th Century; The game has changed, the needs are different, the stakes are higher.

Living in The ModularWorld ~ The Age of Transformation....

We are living in the early years of a third revolution that will transform strategies and management processes. The first was the industrial revolution, the second was the information revolution, and the third (now underway) is the Design Revolution.

Modularity: upgrading to the next generation design architecture...

Our mission today has evolved and is more ambitious than when we started. The mass market is over. The middleman is gone.  Human Capital matters. Modern Finance Theory is adrift and being re-examined. Our mission is to introduce an alternative theory and approach  - Modular-Finance Theory - Blending Quantitative Finance with the Social Sciences with the ability to manage both deliberate and emerging strategies, and create the requisite model to deliver the benefits to the individual investor and society in the 21st century.

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Design Thinking Applied to The World of Finance


Modular-Finance~in~Motion™