Investment Management

How We Work

At Midway Financial, we are dedicated to helping our clients achieve their investment goals.  As a firm, our goal is to provide outstanding long-term performance to our diverse client base.  We offer a comprehensive suite of investment management solutions and services.  

Our systems allow us to offer customized portfolios.  To begin, we quantify our clients’ distinctive risk tolerance and match them with the appropriate corresponding asset allocation.  Additionally, each portfolio can be personalized; whether it be for tax sensitivity, or to exclude a highly concentrated asset, or values-based investing.  

We utilize LPL Research to be an extension of our team.  They deliver asset allocation guidance and portfolio management, as well as market and economic insights.  We are proud to rely on their expertise, rigorous analysis and valued insights.

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