Midwest Asset Management, Inc. Email Format

Financial ServicesWisconsin, United States2-10 Employees

Midwest Asset Management, Inc. is a financial services firm based in Middleton, Wisconsin, founded in 1987 by James W. Byrd. The company develops equity and fixed-income portfolios designed to pursue meaningful net excess returns relative to investable benchmarks while aiming to maintain the associated risk level, with research indicating two core obstacles to investment success being subjectivity versus objectivity and unfair versus fair fees. Its approach emphasizes a time-tested quantitative strategy and a simplified process, and since 2021 has offered institutional-quality portfolio management to clients with at least $250,000 in financial assets, at fees positioned below typical market averages. The firm positions itself as managing portfolios as its primary business, serving investors seeking objective management and clearer fee structures within the financial services industry. Midwest Asset maintains a small team and operates without reported compliance issues, serving its clients from its Middleton location.

Sign up for free to view info

Company overview Employee directory