WANT TO INCREASE YOUR PURCHASING POWER WITH YOUR FINANCIAL ASSETS?

Global 50/50 balanced annual return and inflation estimates are 4.1% and 2.0% over the next decade* – before fees and taxes.

When aggregate portfolio expenses are 1.0% to 3.0%, you may lose purchasing power.  In addition, those expenses may be up to 80% of your long-term gains – while you are allocating 100% of the capital and taking 100% of the risk!
  • Midwest can help to increase your returns while simultaneously reducing unnecessary risks and expenses.
  • For a confidential, complimentary conference and/or portfolio analysis, please contact James W. Byrd (608-273-2900 or jwb@quantmanagement.com), or complete the form below.

Thank you!

We will get in touch with you shortly.

A Registered Investment Adviser
with
Fiduciary Responsibilities

$200,000 minimum please.

Placing the Probability of Success in Your Favor.SM

* Contact us for sources and forecasts calculation methods.

Disclaimer: Past performance does not guarantee future results.  Investing in fixed income and equities should be considered speculative and involves risks, including the possible loss of principal.  Global forecasts should not be used as the primary basis for investment decisions.  Investors should consider Midwest Asset based on the suitability of its strategies in relation to their objectives and risk tolerances.