By Charles E. Nye, Partner

Midwest Investment Management has quickly gained an enviable reputation as a rock-solid money manager for trust and charitable accounts with at least $1,000,000 in liquid assets. Trustees and fiduciaries representing numerous individuals and organizations have hired Midwest Investment Management to help them meet their important responsibilities, including:

1. Development of a prudent investment policy;
2. Designing a sound investment strategy;
3. Managing the plan’s assets to best serve the needs of the designated beneficiaries. With nearly 200 years of combined experience, Midwest Investment Management works in collaboration with attorneys, accountants, and investment committees.

Emphasis on equities

Although past performance is no guarantee of future results, stocks have provided superior returns for the past 75 years. For that reason, portfolios under our management typically focus on equities. When appropriate, however, we can allocate fixed income securities into a portfolio in order to:

• Further reduce risk;
• Provide a stream of income, when desired.

Complete resources

Supplementing our own proven, fundamental research effort, we maintain and nurture close working relationships with the nation’s foremost investment research and consulting organizations. We also utilize sophisticated tools and technology to help us:

• Maintain contact with the markets;
• Make disciplined portfolio decisions;
• Gather analytical data;
• Execute trades efficiently.

The bottom line?

Trustees can have confidence in our perspective on the financial markets. In addition, the personal service and timely reporting we provide to trust and charitable accounts is hard to match.

I invite your inquiry. If you are a trustee or fiduciary and the qualities you expect from an investment manager include long-term performance, aversion to risk, and excellent service, let’s discuss how we would work in the best interests of your organization. I can be reached at (216) 830-1127 or cen@mimllc.com