Objective investing

Fair fees

Simplified process

Actual Client Case Studies

Below are real events from our three service areas to demonstrate our understanding and ability to achieve client investment goals.  It also demonstrates the benefits that can be achieved when applying our core research (minimizing high/unnecessary fees and subjectivity) to all investment segments.

The performance of each was from their inception to December 31, 2019.  At that time, Midwest updated its research capabilities and marketing platform.

High Net Worth

A bond investor had suffered during the 2008 financial crises, and his bank was looking for conservative, consistent returns.  Midwest restructured the portfolio using its proprietary QuantCredit® process, and from November 01, 2009 it meaningfully outperformed an investable U.S. investment grade bond index on a risk-adjusted basis.

Non-Profit

A conservative foundation was having mixed results in their balanced portfolio, and did not have a clear direction.  Midwest performed an expense analysis and determined that they were paying 2.0% to 3.0% annually.  Midwest reduced the expenses to less than 0.5% and reallocated the portfolio.  From July 1, 2011 it outperformed the NACUBO® (National Association of College and University Business Officers) Index with slightly less risk.

Institutional

A corporation was seeking above average returns, and Midwest built equity and fixed portfolios using its QuantVal® and QuantCredit® portfolio processes.  Both performed quite well in relation to their investable benchmarks without increasing risk from their January 01, 2005 and January 01, 2006 inceptions.

Managing Your Portfolio is our Only BusinessSM

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Important Notes: Please contact Midwest for details regarding the above accounts (names to be withheld) and the following performance calculations:

  1. Gross of fee and net of fee returns, and total and risk-adjusted returns.
  2. Midwest claims compliance with the Global Investment Performance Standards (GIPS®), and independent verification statements are available.  In accordance with those standards, the results stated in these studies were based on all portfolios in the composite membership.  The non-profit results do not claim GIPS compliance as Midwest does not charge that foundation for its services.