ARE YOUR FINANCIAL ASSETS GETTING THEIR FAIR SHARE OF THE MARKET RETURNS? Midwest Asset Management can help. Quantitative Portfolio Management

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1 Quantitative Portfolio Management ARE YOUR FINANCIAL ASSETS GETTING THEIR FAIR SHARE OF THE MARKET RETURNS? Midwest Asset Management can help. Portfolio Management Is Our Only Business.

2 WHY DO MANY INVESTORS MEANINGFULLY UNDERPERFORM? The majority of financial investors have not earned reasonable returns in relation to the market rewards and associated risks. For example, as the bar chart on page 2 shows, from 1926 to 2017 global fixed income and equity annual returns averaged 5.3% and 10.0% before inflation, fees, and taxes. However, many investors have not even earned the 2.9% average inflation rate. That being said, viable studies show that the two major obstacles to successful investing are subjectivity (greed, fear, euphoria, hubris, etc.) and high fees. Although there are always notable exceptions to basic facts, Midwest clearly understands these realities, and builds all portfolios to minimize their impact. In conclusion, with fixed and equity annual returns expected to be about 2.4% and 6.2% over the next decade, we encourage investors to consider objective, cost-efficient strategies.* * All fixed, equity, and inflation rates are estimates and derived from various sources. Please see page 6. IS YOUR RETIREMENT PLAN OR TRUST GETTING ITS FAIR SHARE OF THE MARKET RETURNS? Midwest Asset Management can help. Our experts objectively design and implement highly efficient Customized Multi-Asset Class Portfolios, and this greatly improves your probability of financial success. In the long run, facts overpower emotions, but only if you let them. James P. O Shaughnessy Author, What Works on Wall Street 1 Portfolio Management Is Our Only Business.

3 CUSTOMIZED MULTI-ASSET CLASS PORTFOLIOS GLOBAL HISTORICAL AND FORECASTED ANNUAL PERCENT RETURN ESTIMATES (BEFORE INFLATION, FEES, AND TAXES) Fixed Income Equities 0 Historical: 1926 to 2017 Forecast: WE CAN HELP YOU TO EARN HIGHER RETURNS WITH LESS RISKS To earn competitive returns with $200,000 to $5,000,000 portfolios, Midwest creates and manages passive multiasset portfolios in a highly disciplined and efficient manner (active management can also be engaged, but it is generally recommended for larger accounts). This structure helps to overcome subjectivity and high fees, and contrasts with many active managers who seek to outperform market indices, but generally underperform over time. Secondly, their charges are usually unwarranted in relation to the expected returns and risks. Each of our portfolios is tailored to meet your unique goals, risk tolerances, income, and tax situation, and below are three sample percentage allocations. CONSERVATIVE MODERATE AGGRESSIVE 60 Fixed Equities Alternatives ADDITIONAL CLIENT BENEFITS Customized portfolios to meet the specific needs of individual investors, retirement plans, trust accounts, and charitable funds Composed of low-cost index and exchange traded funds, with systematic rebalancing Highly-diversified, including international allocations Tactical adjustments to overvalued/ undervalued segments to access more opportunities and further reduce risk Cost efficient as Midwest and other management expenses are among the lowest in the industry Tax efficient to further improve net returns Easy for clients to administer as all reports are presented in a clear, transparent manner No conflicts of interest, as 100% of our revenue comes directly from clients 2

4 COST SAVINGS + COMPOUNDED GAINS = AN ENORMOUS ADVANTAGE Expenses are a better predictor of future investment returns than a manager s track record, according to Morningstar and Vanguard.* Moreover, although bond and stock returns are uncertain, expenses should be transparent and controlled. The results can be staggering when you eliminate unnecessary charges. For example, a 40-year-old investor with a $1 million portfolio who lives until age 80 could accumulate up to $8 million more by improving annual net returns by just 2.0%! Remember, investment returns are uncertain. But you have almost total control over costs. Jonathan Clements Author and Former Columnist, The Wall Street Journal *Please contact us for details. A VISION OF YOUR FINANCIAL SECURITY $16 million $13 million 7.0% 6.0% 5.0% 15.0 $10 million 10.3 $7 million 7.0 $4 million $1 million 0 Years 20 Years 40 Years 3 Portfolio Management Is Our Only Business.

5 CUSTOMIZED MULTI-ASSET CLASS PORTFOLIOS WE CAN HELP YOU TO CAPTURE HIGHER RETURNS SIMPLIFYING AND IMPROVING YOUR INVESTMENT PROCESS Midwest Asset Management clearly understands the investment challenges you face in the current environment, and builds portfolios solely for your benefit. Accordingly, please note: Long-term investment success may not be easy, but it does not have to be complicated, time-consuming, or stressful. We extensively diversify and implement a time-tested quantitative approach to minimize subjectivity and unnecessary fees, and this process increases your probability of success. There are many meaningful opportunities. Please let us know how we can help you to achieve your financial goals. Contact us today to arrange an initial meeting or contact@quantmanagement.com 4

6 ABOUT OUR FIRM Midwest Asset Management is an independent Registered Investment Advisor specializing in fixed income, equity, and alternative portfolios for high networth individuals and institutions. Located in Middleton, Wis., the firm utilizes a quantitative process to help improve your return/risk ratio and ultimately strengthen your financial freedom. This technique can also improve your probability of success in conjunction with other strategies. For clients in the $200,000 to $5,000,000 range we build Customized Multi-Asset Class Portfolios using passive Index and Exchange Traded Funds, and for larger clients we actively manage separate fixed, equity, and alternative portfolios. We trust this summary can help to clarify how you can benefit from our investment strategies. HELPING YOU TO STRENGTHEN YOUR FINANCIAL FREEDOM Contact us today to learn how we can help you to meet your goals or contact@quantmanagement.com 5 Portfolio Management Is Our Only Business.

7 CUSTOMIZED MULTI-ASSET CLASS PORTFOLIOS MIDWEST ASSET MANAGEMENT, INC Greenway Blvd, Suite 600 Middleton, WI or DISCLAIMERS: Past performance does not guarantee future results: Investing in fixed income and equities should be considered speculative and involves risks, including the possible loss of principal. Global Historical returns and forecasts should not be used as the primary basis for investment decisions. You should consider Midwest Asset based on the suitability of its strategies in relation to your objectives and risk tolerances. Global Historical Market Returns and Forecasts: Returns and forecasts are prior to inflation, fees, and taxes. Midwest Asset considers these as estimates (including inflation) to be used as base rates only, and does not make any claim to their accuracy. Midwest Asset compiles data from sources deem to be reliable, but cannot in any way be responsible for actual or opportunity losses that an investor may incur through their use. Please contact us for data compilation methodologies and sources. Target Allocations: Actual allocations and strategies used may be different than those depicted. Future performance may be notably different than expected. 6

8 THE MIDWEST ADVANTAGE Our sole objective is to do what is right for clients so they can increase their opportunities and choices. To accomplish our goal we are committed to a time-tested quantitative approach, reasonable fees, and superior service. Opportunities? They are all around us. There is power lying latent everywhere for the observant eye to discover it. Orison Swett Marden Founder, Success Magazine