Thomas Scott McKinstry

MB Financial Bank uses a disciplined, fundamentals-based approach to build customized portfolios designed to help individuals and institutions meet their investment goals. This approach dynamically allocates across a wide range of asset classes including equity, fixed income, and alternative assets to maximize opportunities. MB uses individual securities, mutual funds, or a combination of both to customize each client's portfolio to allow for individualized exposure to certain asset classes or holdings based on their unique situation. MB invests in large-, mid- and small-cap domestic equities, as well as international and emerging markets equities. Large-cap equity investments often participate in MB’s individually managed stock portfolios which focus on companies that have attractive efficiency and valuation measures. Mid- and small-cap domestic equities, as well as international and emerging market equities, are dynamically managed through high-quality institutional-class mutual funds. MB's Fixed Income strategy focuses on total return and consistency across the interest rate cycle. Core fixed income investments are often individually managed bond portfolios that emphasize higher coupons and lower durations when compared to the broad market. Core fixed income investments are supplemented by investments in institutional-class bond mutual funds for high yield, TIPS, foreign and emerging market debt. To complement investments in equities and fixed income, MB offers alternative investment options such as commodities, REITs and absolute return strategies. Investments in alternative assets are used to enhance the risk-adjusted returns of their other investment strategies over intermediate and long-term investment horizons. MB's alternative strategies are dynamically managed through institutional-class mutual funds.

Functions as a College/University

MainStreet Advisors provides investment research and strategies across the risk spectrum, utilizing mutual funds, ETFs, and individual stocks and bonds. They implement and manage portfolios to meet the investment needs and regulatory requirements of their clients. In portfolio construction and management, the firm aims to minimize investor costs from trading, expense ratios, and taxation. Their Investment Committee and subcommittees generate investment ideas, conduct research and analysis, evaluate risk/return parameters and determine asset allocation to assist clients in their portfolio construction.