Midwest Retirement Partners, LLC

Overview

Midwest Retirement Partners, LLC is a very small, fee-based advisory LLC that concentrates on retirement and pension consulting while managing investment portfolios for both individual/family and institutional clients. The firm's investment posture tilts toward publicly traded equities, with records showing a singular emphasis on exchange-traded securities for its managed assets. Fee arrangements include percentage-of-AUM billing and fixed-fee engagements, consistent with a hybrid advisory and consulting model. Midwest Retirement Partners is not positioned as an active ESG investor and does not operate as a multi-state allocator; its activity profile reads more like a boutique consultancy that also manages modest discretionary equity portfolios. The advisory offering appears to prioritize simple, liquid equity exposures and insurance-oriented solutions—annuity products are listed among the instruments the firm uses—alongside traditional pooled vehicles such as mutual funds. The firm reports providing pension consulting services, which suggests a focus on plan design, fiduciary support or plan-level advice in addition to direct client portfolio management.

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Public Holdings

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Location & Offices