Growing and Preserving Wealth
Customized Separately Managed Accounts
Every client is unique, and we believe individualized attention and advice provide the best opportunity to meet client investment objectives. Separately managed accounts allow us to create customized portfolios of individual securities for greater tax efficiency in order to closely align with the needs of our clients. Another benefit of separately managed accounts is that clients pay a single fee instead of the typical advisor fee plus mutual fund fee arrangement many other wealth managers utilize. Additionally, clients of Mid-Continent Capital communicate directly with experienced portfolio managers making investment decisions rather than an intermediary advisor. Our internal investment research team selects securities that meet stringent requirements for growth, quality and liquidity that are tailored to client objectives. For more information on our investment process, click here.
Client Service
We serve clients nationwide. Our high-touch client focused approach allows us the flexibility to work with you, your attorney, accountant, trustee or other agent in order to efficiently execute your overall wealth management plan. We communicate regularly with our clients to keep them informed about the performance of their portfolios, tax management, current market conditions, as well as to gather any new information which may impact investment decisions.
Asset Allocation
We structure balanced asset allocations that seek to achieve strong investment outcomes and minimize risk by investing in high quality equities for growth while utilizing fixed income securities to generate recurring income and stability. We begin this process by gaining an understanding of the investment horizon and risk tolerance for each client. By diversifying across asset classes we can create portfolios that are structured to meet return expectations with risk profiles that are acceptable to each client.
Integrating Life events with your investment plan
We serve our clients across all stages of life and in many cases, through generations. Our senior portfolio managers have an average of nearly 40 years experience assisting clients with a variety of specialized needs. Whether transferring wealth, completing gifts, saving for college education, sale of a closely held business or other liquidity events, inheritance, or legacy stock positions, our expertise can help guide clients through these transitions.