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Midwest Investment Management is distinctively different from other investment management firms. It may sound like a cliche, but it really is true.
Collectively, our distinctive differences add up to major advantages for anyone seeking outstanding performance over time ... advantages that could make a major difference in your net worth.
Stability. Our partners have worked together for decades, managing investments, and producing results. Your investment portfolio will be managed by some of the most respected and experienced people in the investment management business ... people with national credentials ... people at the top of their profession.
Commitment of Our Partners. Midwest Investment Management is owned entirely by its Partners who believe in the long-term advantages of value investing and who are compelled by the opportunities available in the current market environment.
Proven Investment Philosophy. Our investment philosophy is designed to preserve and grow client wealth over the long term. Your account will be managed individually, to your unique circumstances.
Extensive Resources. Our firm is equipped with the tools, technology, and information to maintain up-to-the second contact with the markets. We develop and maintain close working relationships with the nation's foremost investment consulting organizations and research firms.
Outstanding Service. Every member of our organization is an experienced, seasoned professional who will provide you with a high level of personal service, responsiveness, and the respect you'd find hard to match anywhere else.
We Adhere to the Highest Ethical Standards. All Partners and staff members adhere to the highest ethical guidelines for integrity, competence, and trust within the investment community. As a client of our firm, you can be comfortable knowing that:
- We embrace the Performance Presentation and Ethical Standards of the CFA Institute. Since 1962, the CFA Institute has been the global standard for investment knowledge, standards, and ethics.
- All of the Partners responsible for portfolio management and stock selection are long-standing holders of the Chartered Financial Analyst (CFA) designationthe industry's highest standard for investment knowledge, standards, and ethics. The CFA designation is awarded only to professionals who pass three levels of examination over three years.
- Our composite performance is audited by an independent accounting firm to ensure our compliance with the CFA Institute-PPS.
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