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.
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…)
Between ill-informed advisors and increasing fees depleting assets in an already volatile market, sophisticated investors are looking for a more strategic path for long-term investing. Midwest Wealth Management, Inc. was specifically formed to offer just that. Our private investment group offers an alternative route to wealth accumulation, with a proprietary trading platform that seeks out top-tier alternative investments supported by a dedicated advisory team for our unique clients. Please visit our new website to receive an insider’s peek into alternative investing with The Alternative Investor, a guide book for alternative investments by Greg Shields, President of Midwest Wealth Management, Inc.
Indianapolis, Indiana. March 2, 2014 – Midwest Wealth Management, Inc., a private investment group specializing in alternative investments, announced today the launch of a 5-stage investment process called the Investors Access Program™.
This unique program was developed to provide an alternative route to wealth creation and protection especially for the sophisticated and independent-minded investor. Investors Access Program™ begins with the Interview step to lay the foundation for a successful collaboration. After client objectives are identified and assessed, a focused strategy is engineered and launched to address their unique opportunities and challenges. Advanced training and industry knowledge —coupled with a superior service model for optimal performance—enhance the process and provide unparalleled support to each client throughout the 5-stage program.
To complement the Investors Access Program™, a new website was also developed, explaining the program in more detail and featuring investment blogs focusing on alternative investments. Also introduced on the site is a free downloadable eBook entitled: The Alternative Investor, a guide book for alternative investments by Greg Shields, President of Midwest Wealth Management, Inc., to further explain the opportunities and obstacles associated with alternative investments.
About Midwest Wealth Management, Inc.
Midwest Wealth Management, Inc. was formed by Greg Shields, a 30-year financial services veteran to offer sophisticated investors an alternative when looking for a more strategic path for long-term investing. As a private investment group, 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.