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Midwest Investment Management
The Tower at Erieview | 1301 East 9th St | Suite 1110 | Cleveland, OH 44114

Investment Strategy

A choice of investment strategies for long-term results

At Midwest Investment Management, we know that everyone’s investment needs are different. And so, we consider the client’s age, investment objectives, income requirements, tolerance for risk, and other factors.

Also, unlike some investment advisors, we never recommend commission-based, “off the shelf,” or pre-packaged investment products. Instead, our portfolio managers and research analysts use their extensive experience to develop a client portfolio that is positioned for long-term growth of capital through a process of careful evaluation and selection of individual stocks, bonds, mutual funds, or other securities.

Elmer L. Meszaros: Partner, Midwest Investment Management

Elmer L. Meszaros

Our proprietary Large-Cap Core Portfolio™ serves as the foundation for most client portfolios. This portfolio contains carefully selected, high quality, dividend-paying stocks of profitable “blue-chip” corporations, most of which are based in the U.S. This portfolio, which offers a conservative and tax-efficient approach to equity investing, periodically includes a position in bonds, when prudent.

All equity holdings in the Large-Cap Core Portfolio™ meet our stringent standards for quality and are subject to time-consuming analysis before they are purchased for our clients. Our disciplined equity research process includes discussions with corporate CEOs, CFOs, or other senior-level managers of companies whose stocks are held in client portfolios.

Our approach generates a portfolio of stocks that, on average, usually have the following characteristics compared to the Standard and Poors 500 and Russell Top 200 Indices:

  • Higher historic earnings growth, as measured by 5-year-earnings-per-share growth rates.
  • Provide a comparable level of dividend yield;
  • Are more profitable than the aggregate S&P 500 Index, as measured by return on equity.
  • A lower price/earnings ratio.