Midwest Investment Management is an independent, registered investment advisory firm based in Cleveland Ohio, serving individuals,
company retirement plans and 401(k) plans.
We believe that your financial advisor should be objective and
unbiased. Since we are not affiliated with any bank, brokerage firm
or insurance company, our firm provides independent
investment management services meeting your financial goals.
The Partners of Midwest Investment Management
Seated (L-R) Norman F. Klopp, CFA, Meg E. Halloran, Keith A. Vargo, CFA
Standing (L-R) Elmer L. (Al) Meszaros, CFA, Robert J. Yaroma
Because every client’s investment management and asset management
goals are unique, our financial advisors do not offer off the shelf
“solutions” for your personal portfolio, 401(k) plan, trust, estate or
charitable account; instead we will meet with you, your accountant
and/or attorney to develop and implement a portfolio management and
asset management strategy suited to your individual needs, goals and
We will develop a portfolio that may include equities, fixed
income investments, mutual funds or perhaps all of those
vehicles—all under the watchful guidance of our experienced
As a client of Midwest Investment Management, we will work with you to develop an investment plan tailored to your specific needs. Your
financial advisor will maintain ongoing direct contact with you and
work toward establishing a trusted and long lasting relationship
Our portfolio management professionals have over 150 combined years of experience working with individuals, 401(k) plans, trust, estate and charitable trusts, throughout various investment and economic cycles. They are experienced professionals.