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.

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Objective investing

Virtually all steps in the portfolio construction and monitoring process are based on viable statistics and common sense. Additionally, all decisions are made on overcoming the two largest obstacles to successful investing, subjectivity and unnecessary fees.  Accordingly, these two principals are consistently applied to our three specialty areas below:

Contact us anytime to discuss your objectives, or to schedule a free, confidential consultation.

Midwest services are offered in English and Spanish.

MIDWEST ASSET CAN HELP TO IMPROVE YOUR RETURNS
and
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.

My Analysis

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.