MIDWEST INVESTMENT AND RETIREMENT MANAGEMENT, INC.

Overview

Midwest Investment And Retirement Management, Inc. is a small, individually owned advisory corporation that focuses on portfolio management for individuals and small businesses. The firm charges clients via a percentage of assets under management and by hourly fees. Investment activity centers on publicly traded equities and exchange-traded products, which form the backbone of client portfolios, while advisory services include retirement-focused planning and implementation for individual and family clients. The firm does not identify as an active ESG investor and does not position itself as a multi-state or institutional pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices