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For Investment Management, Indiana Offers an Experienced Pick

As a private investment management firm located in the heart of Indianapolis, Midwest Wealth Management provides an alternative route to wealth creation and protection design especially for the sophisticated investor. Through our Investors Access Program™, clients objectives are identified and assessed, a focused strategy is engineered and launched, and years of alternative investment experience are put into place — enhancing the collective process and providing unparalleled support to each client throughout our unique 5-stage process.


Our new website at www.midwest-wealth.com explains this process in greater detail, and also offers an insider’s peek into alternative investing with a free eBook entitled: The Alternative Investor, a guide book for alternative investments by Greg Shields, President of Midwest Wealth Management, Inc.


As a private investment group specializing in wealth management, Midwest Wealth Management, Inc. offers a proprietary trading platform, alternative investment offerings and dedicated advisory support for a select audience. For more information, please visit www.midwest-wealth.com.


Investing in alternative investments may not be suitable for all investors and involves special risks, such as risk associated with leveraging the investment, potential adverse market forces, regulatory changes, and potential illiquidity. There is no assurance that the investment objective will be attained.

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There is a Problem with Many Wealth Management Firms

Too many investment advisors are failing their clients in too many ways, and the results are not encouraging. Turn on your TV or your computer, and you’ll quickly find a wide range of “financial experts” who can simply purchase air time as easily as they can credentials. The trouble is, they all have their ill-advised strategies for accumulating wealth. For the average retail investor, it makes it hard to know who to trust.


And even if the investor goes to a firm they believe they can trust, the “standard fees” these wealth management firms can charge cost investors more than they bargained for. In many cases, an advisor either hires an outside manager or picks a basket of mutual funds. There are even scenarios where a second-party money manager is also using mutual funds. Now you have your advisor charging between ½ - 1%, and another advisor who is also charging between ½ - 1%. Now add the mutual fund fees that run at about 1% a year, and you start climbing around 3% annually. This might not seem like much, but when you multiply that percentage over the number of years you continue to invest, it greatly erodes your total return.


Where does this leave us? With an industry that’s full of misinformation, conflicts of interest, and poorly trained advisors. This is where we find ourselves today, and the reason why more investors are seeking an alternative route to wealth creation. As a private investment group specializing in wealth management, Midwest Wealth Management features investments not correlated to the stock market, that offers significant tax advantages over a standard allocation built with stocks and bonds, and that can generate a higher rate of risk-adjusted return. For more information, visit us at www.midwest-wealth.com.


As a private investment group specializing in wealth management, Midwest Wealth Management, Inc. offers a proprietary trading platform, alternative investment offerings and dedicated advisory support for a select audience. For more information, please visit www.midwest-wealth.com.


Investing in alternative investments may not be suitable for all investors and involves special risks, such as risk associated with leveraging the investment, potential adverse market forces, regulatory changes, and potential illiquidity. There is no assurance that the investment objective will be attained.

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What every investment advisor should watch for with an alternative investment.

Whenever an investment advisor is considering an alternative investment for his client, there are a few very important things to watch for. First, the sponsor must have a good reputation in the industry. Poor management decisions from the company in the past can continue to haunt future program. Second, examine how much the client is getting charged for services- transparency is essential. Third, and this happens far more often than you’d think, make sure the distribution received is being fully earned by company operations, and that it is not just a redistribution of investor capital. Finally, in the case of a REIT (a company that owns and typically operates income-producing real estate or related assets) it can be best to wait and buy in later in the REIT’s life, depending on the investors need for income or growth appreciation — buying in later can present you with the opportunity to have greater portfolio transparency and better vision in the event of liquidity or a public offering. As an advisor, make sure you’re armed with the right information. It’s your job to minimize the risk of every investment for your clients. As a private investment group specializing in wealth management, Midwest Wealth Management, Inc. offers a proprietary trading platform, alternative investment offerings and dedicated advisory support for a select audience. For more information, please visit www.midwest-wealth.com. Investing in alternative investments may not be suitable for all investors and involves special risks, such as risk associated with leveraging the investment, potential adverse market forces, regulatory changes, and potential illiquidity. There is no assurance that the investment objective will be attained. mwm_blogbanner Real Estate (REITs): A nontraded real estate investment trust (REIT) is a REIT that is not traded on any public stock exchange. Nontraded REITs are generally illiquid securities for which no public market exists. As such, investors may be unable to liquidate the security at any price. You should consult with your financial advisor and carefully consider your short-term and long-term liquidity needs. Real estate investments are subject to a high degree of risk because of general economic or local market conditions; changes in supply or demand; competing properties in an area; changes in interest rates; and changes in tax, real estate, environmental, or zoning laws and regulations. Real estate units/shares fluctuate in value and may be redeemed for more or less than the original amount invested. There is no assurance that the investment objective will be attained.
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Wealth Management in Indiana?

What does the Indianapolis 500 have to do with wealth management? The answer is both have a presence in Indiana, and a large following outside of the state. That’s because Indiana is also the home to Midwest Wealth Management, a very successful wealth management firm specializing in alternative investments. Midwest Wealth Management offers sophisticated investors an alternative when looking for a more strategic path for long-term investing. Through a private investor platform featuring a 5-stage investment process called the Investors Access Program™, Midwest Wealth Management carves a unique path to wealth creation for a specialize clientele. For a trial run, visit us at www.midwest-wealth.com. As a private investment group specializing in wealth management, Midwest Wealth Management, Inc. offers a proprietary trading platform, alternative investment offerings and dedicated advisory support for a select audience. For more information, please visit www.midwest-wealth.com. Investing in alternative investments may not be suitable for all investors and involves special risks, such as risk associated with leveraging the investment, potential adverse market forces, regulatory changes, and potential illiquidity. There is no assurance that the investment objective will be attained. mwm_blogbanner 3 The commodities industries can be significantly affected by commodity prices, world events, import controls, worldwide competition, government regulations, and economic conditions. Past performance is no guarantee of future results. 4 Futures trading is speculative, involves substantial risk, and is not suitable for all investors. These risks include: potential loss of total investment; the funds are highly leveraged; your investment could be illiquid; performance is expected to be volatile; an investment in the fund may not diversify an overall portfolio; and increased competition from other trend-following traders could reduce the fund’s profitability. 5 Hedge funds are not suitable for all investors as they involve a high degree of risk and are speculative. The risks include, but are not limited to the following: the funds may be leveraged; investors could lose all or a substantial amount of their investment; higher fees and expenses may be charged which may increase the risk that returns are reduced; performance can be volatile; the funds are illiquid and there may be restrictions on transferring fund investments; there are other specific risks related to particular funds’ investment strategies. Past performance does not guarantee future results. Investors must meet specific suitability standards before investing.
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Wealth Management Solutions: Alternative Investments Advantages and Disadvantages: Part II

As with any alternative investment, wherever you have high associated risk, you have the potential for high reward— and for those savvy enough, using an investment product like alternative investments may increase the risk-adjusted return. And the risk is a fact not to be taken lightly: When you buy into alternative investments, you are in for the long run. If you don’t know all the players involved, a really bad decision can happen quickly…and last a very long time. That’s why successful alternative investors seek a firm like Midwest Wealth Management that have a very strict process in choosing alternative investments. (more…)
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Wealth Management Solutions: Alternative Investments Advantages and Disadvantages: Part I.

First let me caution that alternative investments aren’t the investment product for everyone. Because of the duration of investment time and upfront capital, it’s usually the sophisticated and accredited1 investor who is seeking an untraditional means of wealth accumulation that find these types of investments appealing. Here are some of the most common examples along with their potential upsides and downsides: (more…)
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What does your investment advisor consider a standard fee?

It’s always a good idea to check exactly how much you are getting charged in fees from your investment advisor. For example, even the “standard fees” involved in a simple selection of mutual funds may cost investors more than they bargained for. In many cases, an investment advisor either hires an outside manager to do the work or picks a basket of mutual funds. And you can bet there is more than one bad apple in that basket. There are even scenarios where a second-party money manager is also using mutual funds. Now you have your advisor charging between ½ - 1%, another advisor who is also charging between ½ - 1% and the mutual fund fees that run at about 1% a year: adding up to about 3% annually. This might not seem like much, but when you multiply that percentage over the number of years you continue to invest, it greatly erodes your total return. Ask your investment advisor how much he or she is charging you — make sure your money is being used to make you more money. As a private investment group specializing in wealth management, Midwest Wealth Management, Inc. offers a proprietary trading platform, alternative investment offerings and dedicated advisory support for a select audience. For more information, please visit www.midwest-wealth.com. Investing in alternative investments may not be suitable for all investors and involves special risks, such as risk associated with leveraging the investment, potential adverse market forces, regulatory changes, and potential illiquidity. There is no assurance that the investment objective will be attained. mwm_blogbanner
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How is an Alternative Investment a Wealth Management Solution?

An alternative investment is a vehicle other than stocks and bonds, and can offer wealth managers a number of advantages. A big one has to do with the volatility of the stock market. Because alternative investments are non-correlated assets, they are not dictated by the fluctuations of the stock market. Not only that, but these types of investments also have very little correlation between each other, so if one loses value it may not impact other alternative investments to any large degree. (more…)
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