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Dependable Midwestern Financial Advisors

Investment Management

What is Investment Management?

Investment management is the handling of financial assets, and is not restricted just to buying and selling them. This means a knowledgeable investment manager will help clients create a short or long-term strategy that will facilitate the acquisition or disposal of portfolio holdings over time, thereby allowing them to reach their personal investment goals.

Some financial services that can be included in investment management are: 

  • Banking
  • Budgeting
  • Tax services
  • Asset allocation
  • Financial statement analysis
  • Stock selection
  • Monitoring existing investment
  • Portfolio strategy and implementation

To put it simply, an investment management program supports clients who either have a current investment portfolio they would like overseen, or are interested in buying or selling new investments—or potentially both. A financial planner will work with the client to keep whatever investments they already hold stable while also coordinating a future portfolio strategy.

This type of management allows clients to align their investment portfolios with other life goals and assets, like matching retirement, estate planning, and asset distribution.

How does Midwestern Financial do investment management differently?

First and foremost, we are a research-driven and evidence-based firm. Our job is to help our clients and their investments navigate the ups and downs of the market, and come out the other side better than before. To accomplish that goal, we take time to study and stay on top of current economic and legislative developments.

We put that knowledge to use the benefit of our clients, who are numerous and diverse in their personal financial ambitions. This is why our Iowa City financial advisors work hard to furnish our clients with custom-tailored portfolios set up uniquely for their individual situations.   

We make sure to shape the investment portfolios we manage based on the household circumstances of our clients. No matter who you might be or what level of investment management you’re looking for, we will draft a sensible financial plan that will support you in reaching your financial goals.

Midwestern Financial Group: Investment Managing Done Right

Midwestern Financial Group (MFG) is a fee-only financial planning firm offering investment and financial analysis with a fiduciary standard of care. MFG provides unbiased, goal-driven financial services for individuals, families, and businesses to build their financial future with confidence.

More than anything, we understand that goals evolve and change from person to person.  So whether you’re a homeowner trying to build a uniform and consistent financial plan you can follow for years to come, or a student just out of college who wants advice on where they can start investing, Midwestern Financial Group is proud to be here for you.

Fiduciary Advisors
How Our Process
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1. Introduction

First, we get to know each other— what your life is like, what is most important to you, and what your hopes and dreams are. We’ll help you get to know us, too. We believe that honesty and trust are key to fostering a productive advisor relationship.

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2. Goal Setting

Next, well review your financial data to get a sense of where you are today and how we can improve your financial future. We brainstorm goals unique to you and assess what future liabilities may be present, so we can plan for those as well.

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3. Planning

Our advisors then prepare a recommended financial plan focused on hitting your personalized goals. Our fiduciary standard ensures that recommendations are in your best interest — not to sell financial products or generate commissions.

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4. Management

After we implement the recommendations, you can rely on us to constantly monitor outcomes and track the progress towards your goals. We’ll work together to adjust the plan for life changes or market returns.

Midwestern Financial Group
The dedicated team you need.
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Joseph Jay, CFA
Founder & Managing Partner
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Patrick Campbell
Founder & Managing Partner
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Andrew Picchietti
Associate Advisor