REQUIRED DISCLOSURES
Under applicable law, we are required to provide clients and prospective clients with certain disclosures about our firm and the investment and planning services we provide.
FOrm CRS - Customer Relationship Summary
As an SEC-registered investment adviser, we are required to prepare, file and provide our non-institutional clients and prospective clients with a client relationship summary, Form CRS, that provides information about our investment-related services and fees.
Midwest Capital Advisors Brochure
As an SEC-registered investment adviser we are required to post to all clients and prospective clients a copy of our Form ADV Part 2. This document, which is also filed with the SEC, contains a summary of the specific types of services we offer, our fee arrangements, and disciplinary history, any conflict of interest, and biographical information about our employees who directly provide investment advice to clients.
Privacy Policy
Your privacy is important to us. We are committed to protecting our clients’ personal information.
