Objective investing

Fair fees

Simplified process

High Net Worth / Trusts-Estates

Midwest can help to manage your financial assets.

Midwest can help you over the next ten years.

Global stock and bond annual forecasts from 2023 to 2032 are 8.0% and 4.6% before inflation, fees, and taxes.¹

Both estimates are lower than their 10.2% and 5.0% averages from 1926 to 2022,2 and these levels are prudent under current circumstances.  Accordingly, investors are encouraged to allocate at least 50% of their publicly held assets to highly diversified portfolios

In addition, many accounts should be managed in a passive, low-cost manner.  Most actively managed portfolios underperform investable indices due to persistent subjectivity, egregious annual fees, and the current status of America’s financial system.  There is also a higher uncertainty of investment returns, and administrative duties are increased.

Midwest builds and manages High Net Worth portfolios using mostly Vanguard funds based on specific client goals.

  • Over the past ten years most of Vanguard’s funds have outperformed the peer-group averages.3  That relative performance should continue.
  • Research shows that properly balanced portfolios earned similar inflation-adjusted returns during both expansions and contractions from 1926 to 2010.4 
  • Vanguard’s fee control structure is impressive and transparent.
  • Most portfolios are highly diversified and can be tailored to owner-beneficiary circumstances, including tax-efficient strategies.
  • Their custodial services are considered among the best and safest with respect to their fiduciary, compliance, and other responsibilities.

Midwest oversees all portfolios in an unbiased, cost efficient, and easy-to-understand manner.

Expenses do matter.

As the chart below shows, the return difference on an efficiently managed $1 million low-cost vs. high cost portfolio over ten to forty years can be $100,000 to $3,000,000 or more.

To create the 6.3% expected annual balanced return below, ten-year 8.0% stock and 4.6% bond estimates were used.¹  For lack of available forecasts, the same assumptions were used for the eleven to forty-year periods.

Midwest passive fees range from 0.1% to 0.3%.  External fees are generally less than 0.2%.  Accordingly, Midwest’s total passive expense estimates are less than 0.5%.  Peer passive or active expense estimates are 1.5%.

Contact us for a free, confidential consultation.

¹ Benz, C. Experts Forecast Long-Term Stock and Bond Returns: 2023 Edition, Morningstar.com, January 24, 2023 and others.
² Vanguard 2017 economic and market outlook: Stabilization not stagnation, December 2016, pp. 20-25, for 1926 to 2016 period.  From 2017 to 2022 various indices compiled by Midwest Asset Management, Inc.
³ Vanguard performance report: Indexing | Vanguard Advisors, 10 years to September 30, 2021, p. 4., and others.  2022 Edition pending.
4 Vanguard performance report: Recessions and balanced portfolio returns, October 2011, p. 2.

Midwest Asset Management, Inc.
8383 Greenway Blvd., Suite 600
Middleton, WI  53562  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.