MIDWEST ASSET is an INDEPENDENT and QUANTITATIVE
REGISTERED INVESTMENT ADVISER and FIDUCIARY
in Middleton Wisconsin USA
Midwest Asset Management is a for-profit, impact investing* adviser and can help to maximize your net returns, contain your costs, and minimize your risks and (when appropriate) taxes. By overcoming the three major obstacles to investment success listed below, the probability of achieving your goals is notably higher:
• Persistent subjectivity;
• Egregious annual fees;
• Regulations favoring the largest firms.
All Midwest products are designed to simultaneously minimize the negative effects of these three barriers, and this comprehensive research process is rare among our peers.
For example, our first step is to eliminate needless direct and hidden charges as many long-term investors lose up to 50% or more of their gains (before inflation and potential taxes) while taking 100% of the initial and ongoing risk. Moreover, above-average fees are generally the best predictor of future below-average returns, and there are more than $1 trillion** in global annual unnecessary portfolio expenses. This is the largest inefficiency in the history of the $200 trillion** public securities market, and it is not sustainable in a free-market economy or impact investing environment.
To better understand the magnitude of your potential gains, opportunity losses, and risks just by controlling needless fees click here for a complimentary unique portfolio analysis. If your portfolio exceeds $200,000 click here for a free confidential “detailed” analysis.
*Impact investing is a general investment strategy that seeks to generate financial returns while also creating a positive social or environmental impact.
**2023 estimates, please contact us for details.
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Objective investing
Fair fees
Simplified process
Virtually all steps in the portfolio construction and monitoring process are based on viable statistics and common sense. All decisions are made on overcoming the three barriers to successful investing, and these principles are consistently applied to our specialty areas below:
For example, below is our three-step process to build efficiently managed high-net-worth portfolios
and accounts greater than $200,000:
1. Eliminate egregious charges in relation to your current opportunity losses. Below-average aggregate fees are usually the best predictor of above-average future returns when all else is equal.
FAIR SHARE MARKET MODELSM ANALYSIS
SAMPLE PORTFOLIO
5.90% = EXPECTED Annual Return
0.70% = MIDWEST Aggregate Fee
1.50% = CURRENT Aggregate Fee
Long-Term Potential Opportunity
Loss on $1,000,000 = $1,998,948
2. Develop a thorough understanding of your long-term goals, then allocate your assets to
prudent mutual and exchange traded funds. 86% of the issues in our most frequently used database have outperformed their peers over the last eighteen years (independently verified) on a rolling ten-year basis.* More importantly, we believe relative meaningful outperformance will continue in the foreseeable future.
3. Systematically monitor your goals in relation to specific benchmarks.
For a basic personalized expected return / expense / risk analysis of your portfolio click:
My Complementary
Unique Portfolio Analysis
*Please contact us for details.
Midwest Asset Management, Inc.
3933 Marco Polo Street
Verona, WI 53593 USA
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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 and Privacy Statement.