Midwest Advisors
Company

Midwest Advisors

Financial Services 5901 College Boulevard 26 employees
Employees
26
Contacts
4
Emails
4
Phones
1

Midwest Advisors Overview

Headquarters
5901 College Boulevard
Industry
Financial Services
Employees
26
Founded
1993
Funding
30
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Midwest Advisors

Midwest Advisors is the investment division of Midwest Trust. Midwest Trust manages investments for institutional and private clients. Today we manage over $15 billion in assets, but retain the trading flexibility and client service ethic of a smaller firm. Our focus on solutions-based investment management has helped us achieve success for a wide range of clients with a wide range of goals, using both our own investment tools and our knowledge of outside managers and products. One of Midwest Advisors greatest strengths is our staff of 30 investment professionals. As a group, these managers have an average of over 20 years’ experience in the financial services industry. When combined with their creativity and innovation, this wealth of experience produces customized investment solutions based on a strong understanding of client needs and investment strategy. And because of our record of low staff turnover, our strength is combined with consistency.

Midwest Advisors Contact Details

People in AeroLeads
4
With contact data
4
Email contacts
4
100.0% coverage
Phone contacts
1
25.0% coverage

Midwest Advisors Org Chart

Sample employees and titles
Name Title Contact
Jeff Otto, Cfa Senior Vice President & Co-chief Investment Officer, Select Growth at Midwest Advisors
Email
Matt Schmitt Senior Vice President & Portfolio Manager
Email Phone
Robert Zvonek, Awma™ Uhy Wealth Management
Email
Jenna Rose, Cfa
Email

Employees by Management Level

Executive 2 profiles
Individual contributor 1 profile

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