Midwest Investment Management is dedicated to professional investment management
Midwest Investment Management
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Midwest Investment Management
The Tower at Erieview | 1301 East 9th St | Suite 1110 | Cleveland, OH 44114

Personal Service

As a client of Midwest Investment Management, you will receive a full range of personal investment services that includes:

  • An assessment of your personal investment goals. We will help you determine your future needs—whether it’s growth of capital, retirement planning, charitable donations or creating a trust fund.
  • Robert J. Yaroma: Everyone's financial goals are different. We take the time to understand those goals and help achieve them.

    “Everyone’s financial goals are different. We take the time to understand those goals and help achieve them.”

    Robert J. Yaroma
    Partner

  • Establishing and maintaining a custodial relationship for your holdings at a bank trust department or other custodial firm. This provides you with an extra level of security by using an independent, third-party custodian.
  • Periodic meetings with you to discuss your financial goals and modify your portfolio composition if your needs have changed.
  • Providing you with a personal account balance and performance statement at the end of each calendar quarter.
  • A comprehensive, timely, quarterly newsletter with information about investment trends; the national business and economic outlook; significant changes in tax laws; insightful commentary; and much more.
  • Ongoing attention to your account from experienced, seasoned investment managers, and prompt attention to your needs or requests.

Investment Management Fees

Our annual management fee for all our professional investment services is:

1.00% of total assets for accounts up to $2.5 million.
0.75% of total assets for accounts $2.5 million to $5 million
0.60% of total assets for accounts $5 million to $7.5 million
0.50% of total assets for accounts $7.5 million to $15 million
0.40% of total assets for accounts $15 million to $20 million
0.30% of total assets for accounts over $20 million.

The above schedule applies to equity and balanced investment portfolios. One quarter of the annual fee is payable at the end of each calendar quarter based upon the value of the account at the end of that quarter. A commission is paid on portfolio transactions at competitive rates to the executing broker.