Under applicable law, we are required to provide clients and prospective clients with certain disclosures about our firm and the investmentand planning services we provide, as well as our preparedness and plan for handling COVID-19.
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.
Covid-19 Preparedness & Response Plan
Under the terms of Executive Order No. 2020-145 issued July 9, 2020, by Michigan’s governor, Gretchen Whitmer, we are required to put a copy of our COVID-19 Preparedness and Response Plan on our website.
Midwest Capital Advisors Brochure
As an SEC-registered investment adviser we are required to post for 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, disciplinary history, any conflict of interest, and biographical information about our employees who directly provide investment advice to clients.
Your privacy is important to us. We are committed to protecting our clients’ personal information.