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 more than forty 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 the negative impact of persistent subjectivity, egregious annual fees, and the future of America’s financial system.
• 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.