Midwest Asset Management, Inc.

Midwest Asset Management primarily serves institutional clients, high‑net‑worth individuals, trusts, non‑profits, and acts as a sub‑advisor to other financial institutions. It provides quantitative portfolio management across equity and fixed‑income strategies (both active value and largely passive multi‑asset ETF/mutual fund approaches) and offers limited consulting services such as investment‑policy development, expense analysis, and tax‑reduction advice.

The firm employs a systematic, research‑driven quantitative approach with most products built from a common core of internally prepared research; performance is compared to specified indices and peers. Accounts are managed on a discretionary basis with a predominantly buy‑and‑hold orientation (the brochure cites typical equity holding periods of about eleven to thirteen months and roughly one year for many fixed‑income issues) and the firm monitors portfolios and market conditions regularly.

What is distinctive for this manager is that, in addition to the common percentage‑of‑AUM model, it offers project‑based hourly consulting fees for certain services — an uncommon feature among peers. The firm is relatively small and owner‑controlled, has registered service marks for its strategies, does not assume custody of client assets, and is undergoing a balance‑sheet restructuring that has affected new account intake.