MIDWEST ASSET is an INDEPENDENT and QUANTITATIVE
REGISTERED INVESTMENT ADVISER and FIDUCIARY
in Middleton Wisconsin USA
We can help to increase your returns and decrease your risks and taxes (when appropriate) by overcoming the two major obstacles to investment success, perpetual subjectivity and egregious annual fees. The first step is to eliminate needless direct and hidden charges as many long-term investors are losing up to 50% or more of their gains while required to take 100% of the initial and ongoing risk! Furthermore, below-average fees are usually the best predictor of future above-average returns.
There are more than $1 trillion in annual unnecessary global portfolio fees, and it is the largest inefficiency in the history of the $200 trillion public securities market. This is not sustainable in a free market economy or impact investing environment, and helps to dismantle the middle class – which is crucial in a stable democracy.
To better understand the magnitude of your potential gains, opportunity losses, and risks click here for a complimentary “basic” portfolio analysis. If your portfolio exceeds $250,000 click here for a free confidential “detailed” analysis.
Contact us anytime to discuss your objectives, or to schedule a free, confidential consultation.
MIDWEST ASSET CAN HELP TO IMPROVE YOUR RETURNS
SIMULTANEOUSLY REDUCE YOUR RISKS WITH THE STEPS BELOW:
1. Eliminating unnecessary expenses. There are about $1 trillion in annual needless fees worldwide, and low fees are usually the best predictor of above average future returns!
2. Allocating to prudent assets in relation to your long-term goals.
3. Systematically monitoring your goals in relation to specific and / or investable benchmarks
To get started, CLICK BELOW for an immediate, complementary basic analysis of your portfolio. Simply insert your amount invested; your annual return expectation (2023 global 50/50 balanced long-term forecast is 6.3%); and your annual total expense estimate.
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