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People who opened accounts when our firm began have not been disappointed with the results. If you are not a client with our firm and seek long-term growth of your portfolio, I invite you to contact me at (216) 830-1129 or rjy@mimllc.com.” “Nobody is entitled to...freedom unless they are vigilant in its preservation.” —Gen. Douglas MacArthur TM
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By Robert J. Yaroma, Partner
CFA — that’s shorthand for Chartered Financial Analyst, the only credential recognized around the world for investment analysis and knowledge. The CFA designation is considered the “gold standard” of the investment industry. People who hold this prestigious designation are considered to be among the best in the business, and are recognized for their:
- Objective insight;
- Real-world investment experience;
- Commitment to put their clients’ interest first.
Outstanding performance
All three partners with responsibility for the investment management process at our firm hold the CFA designation. These professionals have produced outstanding results for client portfolios, as the chart (pg. 3) indicates. This is a wonderful accomplishment in a difficult economy and stock market environment. This performance can withstand the closest scrutiny because it is based on AIMR’s Performance Presentation and Ethical Standards and is audited by an independent, outside accounting firm to ensure our compliance. The CFA program is operated and administered by The Association for Investment Management and Research, known as AIMR. Only people who pass three rigorous exams and achieve at least three years of hands-on experience earn the right to use the CFA designation. If you are not a Midwest Investment Management client, why not investigate the numerous advantages a relationship with our firm offers. I invite you to contact me at (216) 830-1129 or e-mail: rjy@mimllc.com.
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*The return for the Midwest Investment Management LLC Taxable Balanced Composite is shown in U.S. Dollars, net of fees and represent all taxable balanced accounts managed by the firm. The Taxable Blend Index benchmark is constructed using 70% of the Barra Value Index and 30% of the Citigroup/Solomon Brothers Government/Corporate 1 to 10-year Index and is rebalanced quarterly. The benchmarks are shown in U.S. dollars. Midwest Investment Management LLC claims compliance with AIMR Performance Presentation Standards (AIMR-PPS®), the U.S. and Canadian version of GIPS®. AIMR has not been involved with or reviewed the firm’s claim of compliance. Past performance is no guarantee of future results. • CFA is a registered trademark of The Association for Investment Management and Research (AIMR).
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