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Recent Midwest Research
 •  Forecasted Fixed Income & Equity Returns
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   Advantage of an Independent Structure

In order to provide superior services, minimize expenses, and eliminate conflicts of interest, we are an independent organization and Portfolio Management Is Our Only Business.® 100% of our revenue is derived from managing client accounts as we do not act as a broker/dealer, custodian, or consultant. Our fiduciary responsibility is a serious matter, and we strongly believe that this organizational structure is essential to achieve complete client-manager goal congruence. At Midwest, your objectives are the sole factor influencing our investment decisions.



RECOMMENDED INVESTMENT MANAGEMENT STRUCTURE


Recommended Investment Management Structure



This division of responsibilities (vs. a turnkey approach) has several distinct advantages:
  • Goal / feedback system is clearly established for each entity in relation to overall plan objectives
  • All fees can be closely monitored to ensure maximum efficiency
  • Accounting or other discrepancies can be more easily identified and adjusted



8383 Greenway Blvd., Suite 600   •   Middleton, WI 53562   •   (608) 273-2900   •   contact@quantmanagement.com

Past performance does not guarantee future success. All investments are subject to risks, including the possible loss of principal. You should consider Midwest based on the suitability of its investment strategies in relation to your objectives and risk tolerance. By using this website, you acknowledge that you have read and accepted Midwest's Terms of Use.

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