teamwork makes the dream work

In Business to Talk All Day

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Dire need first drove us to it. Fortunate circumstances made it possible. Now, with more dedicated resources than ever, it’s clear that 21st century communications have transformed our work with you. 

Now we are striving to be available in the forms and places that suit you best. And believe it or not, we think our communications with you are an important part of our mission to try to grow your bucket. 

Clients, maybe you’ve experienced this in your own work and communities. Keeping the channels open is not an extra step you add onto your relationships: communicating is just part of it!

Our work is really a joint venture, a collaboration with you. It does not matter if we can find favorable investment opportunities and manage portfolios in advantageous ways if clients don’t understand why we are doing what we are doing. They might feel driven to sell out at what could be the wrong time. No guarantees that our views are right, but at least you will always know what they are. 

This is why our bountiful communications with you are so key. You know what we are doing; you see our principles in action. With all that, you tend to stick with the program at crucial times when it might otherwise have been difficult to do so. 

For instance, with the best clients in the world, we can take on unpopular but potentially profitable ideas. And we don’t need to jump on every fad or chase popular but overpriced concepts. Each week you hear from us—and get our take on which stories are actually news worth knowing. 

We’ve been working on improvements in our communications program across the last year. Whether you prefer to read, or listen, or watch, you can find us! Have you caught us on our website, or visited the podcast, or watched us on YouTube? Or do you like your content best on social media? 

Here is an update of where you can find us: 

  • The blog at 228Main.com now includes an audio version of every post, playable right below each story. 
  • Want audio only? It’s available as a stand-alone podcast on SpotifyGoogle, and Anchor
  • The weekly “Clients, You Know What I’m Talking About!” videos and more are available on our YouTube Channel. Subscribe or drop in anytime. 

  • The email newsletter “The Weekly Note” rounds up the best of the blog, socials, and updates—short and sweet, in your inbox just once a week. Leave your email here to get it. 
  • You can also find news and notes and commentary from us daily on socials, at FacebookTwitter, and LinkedIn

Clients, you can make it interactive any time you want, by replying to an email newsletter, calling, or stopping by 228 Main. We love to hear from you! 


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This text can be found at https://www.228Main.com/.

Our Schedule Is Your Schedule

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The best clients in the whole world rarely disappoint. We’ve built trust together across decades of conversations, in some cases. Newer faces have gotten to know me and my work, online or through friends and relatives.

But there are certain things that just break my heart to hear from you.

“I know you’re busy…”

“Mark, I’m so sorry to bother you…”

“I don’t want to take your time…”

Ouch. I can feel the pain even as I type those words! Let me set the record straight.

Sure, I’m busy. If there were three of me, we’d all be busy. But I choose to direct my time toward your business: your plans, your goals, and our discussions about all of the above!

One of my staff members once told me it wasn’t possible for me to waste their time, because there’s no way they would allow that! If I were in danger of wasting their time, they would tell me. (We’re all adults here, right?)

Clients, you can trust me to be direct about my schedule and my priorities. And my goodness, you are the reason I’m here. I’ve got a whole team to help me with the details, so I get to spend more of my time doing more of what I love: my day job.

My time is your time is our time. When you’re ready, reach out.


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This text is available at https://www.228Main.com/.

The One and Only Us

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Clients, I’m one of a kind. I’ve worked many years and traveled many paths to be the person I am today.

Even though I’m the one and only Mark Leibman, I get to do what I do as part of an amazing team at 228 Main. I notice this truth now more than ever.

The enterprise has three core activities:

  • We talk with you about your plans and planning, to sort out how best to connect your money to your life—your goals.
  • We research and manage investments, striving to grow your long-term buckets.
  • We take care of the logistics and paperwork you need to try to get where you are going.

I sometimes say I am in business to talk all day, but as you can see from these notes, it takes the whole team to make that possible.

Four of us here in the shop contribute to our communications. Three of us collaborate on investment research and analyze portfolios. Two focus on logistics and paperwork, taking care of details.

While I spend the most time with you, Caitie Leibman directs our communications, which really is just another way to talk to you, with contributions from Greg Leibman, and Billy Garver, and me. Greg, Billy, and I work on research and portfolios. And Patsy Havenridge and Larry Wiederspan take care of service—the paperwork and logistics.

The buck stops with me, of course: I take responsibility for investment decisions and trading and recommendations and everything, but I could never accomplish by myself the things we are able to do as a team. We are working with more than $100 million for clients in twenty states.

I’ve often said that if there were three of me, we’d all be busy. But the world does not need any more copies of me. Every member of the 228 Main team knows that the better off you are, the better off we will be—and they each contribute skills and abilities I don’t have.

I couldn’t be more proud of them.

Clients, is there anything for which you could use our team’s perspective? Call or write, anytime.


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