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.

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Midwest Advisors

William Koehler

Brian Perott

Matt Montgomery

Jeff Otto

Kristin K. Patterson

Matt Schmitt

Emily West

Jenna Rose

Midwest Advisors

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