Distinct Wealth Management

Midway Financial offers you the access to institutional portfolio management through our carefully selected investment partners. This allows you the opportunity for multiple investment strategies varying in risk/return composition. We devote considerable time to you, allowing a clear understanding of your investment objectives. This thoughtful process helps us to select a suitable investment strategy.

Your investment program is documented with a written investment policy statement, that details the return objective, investment risks, portfolio constraints, and asset allocation targets. Clients are also provided with timely account information in concert with ongoing dialogue to help you better understand changing market and economic conditions.