Midwest Asset Management, Inc.

Financial ServicesWisconsin, United States2-10 Employees

Our sole objective is to do what is right for clients to increase their opportunities and choices. To accomplish our mission, we are committed to a time-tested quantitative strategy, fair fees, and a simplified process.

Founded by James W. Byrd in 1987, Midwest Asset developed equity and fixed-income portfolios that earned meaningful net excess returns over investable benchmarks without increasing risks (performance independently verified).

Midwest Asset research and experience with clients have led to identifying then isolating two major obstacles to investment success:

- Subjectivity vs. Objectivity
- Unfair vs. Fair Fees

These two factors are the primary reasons most investors meaningfully underperform the market indices over the long term. Unfortunately, they are the preferred strategies presented to investors by most traditional managers, which generally lead to significant opportunity losses in personal and retirement portfolios.

In 2021 the firm’s research and marketing platform upgrades we completed. Institutional quality portfolio management can now be offered to investors with a minimum $250,000 in financial assets, and at rates usually 50% or more below the market averages.

Neither the firm nor any employee have ever had a compliance issue or complaint.

Please contact James W. Byrd for a complimentary consultation.

Managing Your Portfolio Is Our Only Business (SM)

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