MIDWEST ADVISORS LLC

Overview

Midwest Advisors LLC is a small, owner-operated investment adviser organized as an LLC that focuses on portfolio management for individuals, small businesses and institutional business clients. The firm runs both discretionary and non-discretionary mandates and charges a combination of asset-based fees and performance-linked fees, indicating it will use incentive-driven strategies for certain accounts. Investment activity is concentrated in listed equities: the adviser shows a clear preference for exchange-traded securities when building client portfolios. Midwest Advisors does not identify as an active ESG investor and does not position itself as a multi-state or pension consultant adviser. Where it uses external managers, the firm directs allocations to real estate strategies rather than to other alternative categories.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices