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Wealth

Take your investments to the next level with integrated solutions designed to help you accumulate wealth and meet complex financial goals.

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Assets Under Administration

$3.6 Billion*

 

 

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Transparent Fee Structure

Tiered Management Fees

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Personalized Strategies

Fiduciary Standard of Care

 

 

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Unbiased Recommendations

Non-Proprietary Funds

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Expert Advice

90+ Credentialed Professionals

 

 

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Our People

Relationship Managers with Holistic Advice

 

*Financial data as of June 30, 2023

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Ready to talk to a Financial Advisor?

Whether you’re an advanced investor or just starting out, we’re here to help.

888-637-2120

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Investment & Asset Management Services

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Portfolio Management

Appropriate asset allocation is client specific and the main determinant of portfolio performance. We will create a personalized investment strategy that takes into account your goals, risk tolerance, cash flow needs, and tax situation.

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Our Investment Philosophy

With a combined active and passive investment philosophy, we aim to minimize risk and enhance returns over time. Our tactical asset allocation strategies also mitigate risk while capturing opportunities.

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Socially Responsible Investing

We can create a tailored impact investing plan in the fixed income, equity and alternative markets that align with your environmental, social, and governance values.

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Our Investment Management Approach

Midland Wealth Management offers custom investment solutions to help you achieve your financial goals as you move through different seasons of life. Sit down with one of our portfolio managers and we’ll start by talking through your needs and goals. We’ll help create an investment plan within your risk tolerance to reach your desired financial objectives.

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Let's build trust, then your portfolio.

A fiduciary is a person that holds an ethical relationship of trust and manages financial affairs for the benefit of the client first and foremost. Investment advisors at Midland Wealth Management are:

  • Bound by a fiduciary standard.
  • We put your interests first, act in utmost good faith at all times, and provide full and fair disclosure.
  • We have a transparent fee structure and do not have proprietary offerings.
  • We put in writing a shared understanding of how your relationship will be managed.

MTC Officer talking with coupleTax-Efficient Investment Strategies

We understand that life is not one size fits all and neither are your finances. Everyone has their own roadmap. Our financial advisors and portfolio managers use different techniques throughout the year in an effort to boost your after-tax returns and help keep more money in your wallet. Are you ready to take your investments to the next level? Connect with Midland Wealth Management today.

Call 888-637-2120

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Team Skillsets & Specialties

With Midland Wealth Management, you’ll have access to an entire team of portfolio managers and financial advisors with deep expertise who are ready to give you personalized, holistic investment advice. Enjoy the confidence that comes from knowing your assets are managed by independent, credentialed professionals who provide unbiased recommendations and expert advice. From individuals to business owners to non-profit organizations, we are determined to design custom financial solutions as unique as our clients.

Meet Our Team

Investment Management FAQs

Our client investment holdings are continuously monitored, analyzed, and adjusted as needed.

Yes, you can access your investment accounts by clicking on the “Wealth” tab. Under “My Accounts,” select the option that applies to you.

No. Investments are not insured and are not guaranteed. Investments are subject to risks, including the possible loss of principal. Our Investment Management team believes diversification and periodic rebalancing are key factors in maintaining appropriate asset allocation. Our strategies aim to minimize risk, as well as capture opportunities.

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Want to learn more about Wealth Management?

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Share a few details with us, and let's take the first step toward making your financial dreams a reality.