Midway Capital Research & Management LLC

Midway Capital Research & Management LLC serves individual investors (including both high-net-worth and non‑HNW clients), retirement plans, trusts, corporations, estates and charitable organizations, offering discretionary portfolio management alongside financial planning, general consulting and retirement-plan advisory services. The firm typically charges percentage‑of‑assets‑under‑management fees and develops an individualized Financial Profile and Investment Plan with each client.

The firm's investment approach emphasizes a concentrated, bottom‑up value strategy that seeks equities trading below estimated intrinsic value, and it also offers a Custom Allocation portfolio that blends stable value, current income and long‑term growth for clients with short‑term liquidity needs. Midway implements client plans on a discretionary basis and may employ a range of techniques — including long‑ and short‑term purchases, margin and options trading — with regular portfolio reviews and written reporting.

Distinctive aspects include the firm’s small advisory team managing a roughly $110 million asset base for a limited client roster, and its practice of advertising performance results and including performance in client reports — a practice that is relatively rare among peer supported firms. The firm’s leadership brings prior senior equity research and strategy consulting experience as well as accounting and pension‑product expertise, and it offers ERISA fiduciary services (including 3(38) investment management) for retirement plans.