Objective investing

Fair fees

Simplified process

Why Choose Midwest?

  • Once Midwest clearly understands your goals and guidelines, it will build and manage your account in an unbiased, cost efficient, and easy-to-understand manner.  Most portfolios are highly diversified and when appropriate tax efficient. They can also be tailored to owner-beneficiary circumstances for trusts and estates.
  • Midwest can often reduce your aggregate portfolio management fees by 50% or more, and the results are enormous.  For example, the difference on an efficiently managed $10,000,000 low-cost vs. high cost portfolio can be $1,300,000 to $13,200,000 over ten to forty years.
  • Only a handful of firms can/will offer net performance capabilities like Midwest.  For example, with our new structure institutional quality services for accounts with just a minimum $250,000 in investable assets can be provided.
  • The “expense factor” is generally regarded as the best predictor of future results, and this is increasingly important with current below-average forecasted stock and bond returns.

Other Advantages

  • Each portfolio is built solely for the best interest of the client, and the management fee is our sole source of revenue.
  • Prompt access to senior management with combined ninety-years investment experience.
  • Easy-to-understand investment process and customized reports, which are fully transparent.
  • Our specialty is finding and implementing meaningful, ongoing opportunities, then minimize high/unnecessary fees and subjectivity.
  • Small managers tend to do at least as well as larger ones.
  • Access to outstanding internal and external research.
  • Independently verified internal and external historical performance.
  • All representatives are financial fiduciaries, and neither the firm nor any employee has ever received a complaint or had a regulatory issue.

To arrange a conference call or schedule a presentation: