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Seeking Alternatives: investment products in the alternative market.

Just to recap, let’s review what an investment product in the alternative market is and how it figures into a long-term wealth management strategy. It’s any asset in a general sense that isn’t a conventional portfolio of stocks and bonds. Oil and gas, real estate and managed futures are all examples of alternative investments. Alternative investments are also off the traditional radar of investment advisors, and are not correlated to conventional portfolio investments which can provide additional investment diversification. Owning non-correlated assets in a portfolio also can lower overall portfolio risk and provide the opportunity for potential higher returns. It pays to remember that just like any investment, alternative investments have some drawbacks. This kind of investment requires a high level of knowledge and expertise on the part of the investor, because a really bad decision can happen quickly. Many of these investments are also subject to higher levels of investment fraud, scams and schemes than conventional investments. This makes it extremely imperative to find a reputable advisor who has your best interests in mind and who has a successful track record in the alternative investment market. If you have a good advisor, then talk to them about the benefits of alternative investments. Or, to learn more about the opportunities and obstacles associated with alternative investments, download our 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. mwm_blogbanner
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Wealth management outside of Indiana starts In Indianapolis.

With the complexity and volatility of a fluctuating market, conventional wisdom regarding investment management is becoming unexceptional at best. So where does exceptional wisdom exist? Would it surprise you to learn that a very successful private wealth management group with unconventional strategies to maximize assets while minimizing risk is situated in the state of Indiana? Located in the heart of Indianapolis, Indiana, 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. We believe that not every investor is created equal. For the discriminating few, the path less traveled to Midwest Wealth Management, Inc. is the path they prefer. As a private Indiana 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.mwm_blogbanner
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Wealth Management : A Strategic Path

At Midwest Wealth, we wanted to offer our clients a more strategic path to wealth management. We leverage a proprietary platform that lets us trade for all clients with high level of efficiency. We purposely keep our advisor fees low because we are confident in our professional, yet non-traditional ways of investment management that has brought our clients the best opportunities and a high level of success over the years. In fact, between ill-informed advisors and increasing fees depleting assets in an already volatile market, it’s no wonder sophisticated investors are looking for a more strategic path in long-term investing. Midwest Wealth Management was specifically formed to offer just that. We invite you to take an insider’s peek into alternative investing with The Alternative Investor, a guide book for alternative investments written by Greg Shields, President of Midwest Wealth Management, Inc. You’ll learn about the major trends affecting advisors today, and hopefully give you some insight on how you’ll be investing tomorrow. 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. mwm_blogbanner
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Indiana Wealth Management … Seriously? Seriously.

Indiana wealth management? Not all successful wealth management firms are located on Wall Street. And the ones that are there may offer quality investment products — usually chosen by advisors who don’t know you. Or that don’t care to. Located in the heart of Indianapolis, Midwest Wealth Management is a private investment group specializing in an alternative route to wealth creation designed for the sophisticated and independent-minded investor. It’s a place where your voice carries the most weight in helping you achieve your vision of a well-invested future. And it’s accomplished through a proprietary trading platform, alternative investment offerings, and dedicated advisory support for a select audience. It’s the heart of the Midwest with the brains of a seasoned Wall Street advisor. To learn more, 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. mwm_blogbanner
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Top wealth management firms do due diligence

To be a top wealth management firm, you must pay attention to the details. If you are an investment advisor that’s spending a significant amount of money on behalf of someone else, you better know the consequences. The first and foremost thought in any investment advisor’s mind should about minimizing the possibility for loss.


When a broker-dealer likes a company, the investment firm will usually go on their recommendation. But that doesn’t necessarily mean it’s a good deal, because you must always check to make sure nothing got missed — any good investment advisor will research and react appropriately to any concerns that pop up. For example, a prospectus was recently reviewed and showed 3 hotels having lower occupancy rates for certain years. That brought up a red flag, so we had to investigate. In this case, lower occupancy rates were due to remodeling the hotels during those low years, so it all checked out. But too many times these possible unfavorable scenarios go unchecked.


To be a top wealth management firm, you must pay attention to the details. At Midwest Wealth Management, we’ve developed a unique 5-stage investment process called the Investors Access Program.™ that provides an alternative route to wealth creation and protection, designed especially for the sophisticated and independent-minded investor. For all the details, I invite you to visit our website 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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Are you getting the most from your wealth management services?

Not many wealth management firms are truly working for the benefit of their clients when they don’t put their needs first. There are many components to this problem, starting with clients getting charged too much for the wealth management services they are receiving. I blogged about this problem not too long ago, explaining how secondary advisor fees are getting stacked on top of primary advisor fees. Investors are also having their money placed in inappropriate investments and are ill-equipped to survive the long-term. Compounding this problem are the investment advisors who are still using the modern portfolio theory to trade in traditional stocks and bonds in a constantly fluctuating market. And worse of all, many investors don’t even know about alternative investments— it’s an unknown experience to them. Imagine if all you had to drink in the morning was tomato juice. That’s all you’ve had your whole life. No one ever told you about how fantastic orange juice tastes. Then you get a taste of a real glass of orange juice. And suddenly, tomato juice doesn’t have quite the same appeal.


Without a mix of alternative investments in a portfolio as a hedge against the stock market, we believe that an investment portfolio is most likely headed for some serious problems. It takes a strategy of diversification, a desire for advisors to get out of their comfort zone and learn the market, and a real determination to do what is best for the client. So, is your advisor putting your needs first? If you feel you are getting charged higher fees or feel that your portfolio isn’t diversified enough, then you need to talk.


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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An Investment Advisor’s Insights into Alternative Investing

Greg Shields, President of Midwest Wealth Management, Inc.

As an investment advisor first and foremost, whenever I look into alternative investing I always try to figure out how to say no. If I can’t, I figure that it must be worth taking the next step. Once I’ve said yes it’s because I’ve done my research. If you’re spending millions of dollars of your clients money, you better know what you are talking about to minimize loss. I’ve poured over many a company’s prospectus to ensure they are in compliance with all applicable laws and regulations. Plus, I’ve developed a trust-based relationship with the companies I’m investing in for my clients. The bottom line is, the fees that my clients pay for is a high level of wealth management experience.


I invite you to visit our website at www.midwest-wealth.com to learn more about our 5-stage investment process called the Investors Access Program.™ It was developed to provide an alternative route to wealth creation and protection especially for the sophisticated and independent-minded investor.


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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Wealth Management: is adding alternative investments a good choice for investors?

It pays to have a strong relationship between an advisor and an investor, but the same can’t be said about an investor and an alternative investment. When you buy into an alternative investment, you are buying into a number of years. Just remember that it is just another investment, and that you should not get emotionally attached. Think of alternatives as another tool to help protect your overall investment and aim to keep the market volatility down.


So when you are thinking about alternative investments, here are a few things for you and your advisor to look for:

  • –Make sure the sponsor has a good reputation in the industry. Poor decisions in the past can haunt programs in the future
  • –Examine how much fees are being charged. Transparency is essential
  • –Make sure the dividends aren’t coming out of the money you are giving them
  • –Understand that alternatives are only one aspect of the wealth creation process


Alternative investments are a great way to create opportunities in a cyclical market. With an experienced advisor like Midwest Wealth Management, they can protect your investment and provide a substantial means of generating income. To learn more about the opportunities and obstacles associated with alternative investments, download our 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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What is Wealth Management?

A wealth management strategy starts with a singular focus on ensuring your investment portfolio remains closely aligned with your overall financial goals. This is of the utmost importance, and it’s done in part by utilizing alternative investments over a longer time period, which allows you to put your investments in more sophisticated positions for better return on your investment.


Risk management should also be immediately addressed, by identifying sources of risk and developing a plan to avoid or minimize undue exposure. For any investment advisor to really do their job to reduce risk and increase returns in portfolios, a constant eye should be kept on the alternative investment market for potential opportunities. A separate but equal line of defense is a long-term strategy designed to minimize tax liability associated with individual and business investments.


If you have any concerns about your wealth management strategy, talk to your advisor sooner than later. Building and protecting your portfolio should always be your primary goal.


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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