Midwest Investment and Retirement Management, Inc.

Overview

Midwest Investment and Retirement Management, Inc. is an independent, privately owned registered adviser that focuses on fee-based portfolio management for individuals and small businesses. The firm operates as a corporation under individual ownership and structures client fees as a percentage of assets under management and, in some cases, hourly charges. It is registered to do business in Illinois and Indiana and positions itself toward individual and family clients rather than institutional or pension work. The firm reports a straightforward advisory mandate: discretionary portfolio management for private clients and small business accounts. It does not identify as an active ESG investor and does not function as a capital allocator, which suggests the firm sources investment solutions from external managers and product providers rather than running in-house alternative strategies.

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Location & Offices