MIDWEST INVESTMENT ADVISORS, LLC

Overview

Midwest Investment Advisors, LLC is a small, privately owned advisory and broker-dealer firm that combines portfolio management for individuals, families and institutions with pension consulting services. The firm charges a mix of percentage-of-AUM fees and hourly fees, and its client base includes both individual & family clients and institutional accounts. Investment activity is tilted toward public equities—exchange-traded securities represent the single largest asset class on the books—while the firm also integrates third-party alternative managers and non-traditional instruments where appropriate. As a broker-dealer with advisory capabilities, Midwest Investment Advisors, LLC appears to run a hybrid model: providing discretionary portfolio management for many clients while retaining non-discretionary relationships for others. The firm is not positioned as an active ESG investor and is not registered as a multi-state adviser. An accountant affiliation is noted among its industry relationships.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices