A complete list of active advisors currently associated with First Midwest Investments

Warmer can help you find a great advisor at First Midwest Investments or one who fits your needs even better.

The firm manages roughly $10 million for a small client base and provides investment advisory services to individuals, high‑net‑worth clients, pension and profit‑sharing plans, and business entities. Its offerings include portfolio management for individual accounts and a range of retirement plan services for plan sponsors, including 401(k) plan advising, participant education, and plan search support. The firm applies fundamental analysis to construct portfolios composed mainly of mutual funds, exchange‑traded funds and individual stocks, and it offers both discretionary and non‑discretionary management arrangements. The brochure indicates the majority of assets are managed on a non‑discretionary basis, with regular weekly portfolio reviews and quarterly client meetings. Noteworthy for a firm of this size is the depth of its ERISA‑related work: it provides 3(21) non‑discretionary fiduciary services, assists with written Investment Policy Statements, QDIA selection, benchmarking via third‑party providers, participant advice, and fiduciary liability insurance review. The brochure also discloses an unrelated brokerage activity—introducing bank loan participants—that the firm states is not promoted to its advisory clients, reflecting a limited outside affiliation.

To learn more about the advisors currently working at First Midwest Investments, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.