Midwest Advisors LLC
Performance. Integrity. Trust.
Overview
Midwest Advisors was founded by Rick Murray in 2012 to capitalize on his more than 20 years of experience analyzing and investing in real estate sector equities to generate attractive, non-correlated, absolute returns for clients. The firm provides institutional and high net worth clients traditional and alternative investment strategies focused on listed real estate securities. The company is headquartered in St. Louis, MO and is a registered investment adviser with the State of Missouri, and may only transact business with Missouri residents, or residents of other states where otherwise legally permitted subject to exemption or exclusion from registration requirements.
Our firm culture and values are guided by performance, integrity, and trust. We strive to deliver the performance that our clients require to meet their goals. We act with integrity in all that we do because there are no shortcuts in life or business. We earn our clients’ trust by being experts in what we do and being diligent stewards of their hard-earned capital. We have the vast majority of our own personal assets invested in the strategies we manage for our clients to ensure the alignment of interests.
Investment Philosophy
Our process is driven by fundamental, bottom-up research and a disciplined risk management framework. Nothing is taken for granted until it has been analyzed exhaustively and we reach our own conclusions - we do not rely on the perceived wisdom of others. We are value investors and as such, we emphasize initiating every investment with the balance of risk and reward weighted heavily in our favor. Our risk management regime is focused on diversification and systematically driven by quantitative parameters.