Greater Midwest Financial Group, LLC
Greater Midwest Financial Group, LLC is a registered investment adviser headquartered in St. Paul, Minnesota. Founded in the 1990s, the firm offers personalized financial planning, consulting, and investment management services for individuals, families, and small business owners. They provide strategic wealth planning and benefit advisory services, focusing on holistic, straightforward advice. The team is recognized for its depth of expertise and long-term dedication to clients, including accolades such as the Forbes Best-in-State Wealth Advisors list. Greater Midwest Financial Group serves the needs of clients locally in Minnesota and beyond, supporting comprehensive financial goals.
Investment Strategy
Greater Midwest Financial Group embraces a holistic, goals-based approach to investment and financial planning. Their investment strategy integrates personalized portfolio management with comprehensive financial advice, aiming to align clients’ financial decisions with their broader life ambitions. The firm emphasizes risk management, tax efficiency, and a disciplined planning process. Their public filings indicate a diversified portfolio with strong allocations to major technology and growth companies, regular portfolio rebalancing, and responsiveness to market changes, in combination with ongoing client education and long-term relationship focus.
Top Holdings
Equity Positions (55)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 13.16% | $17.2M | 34,632 | $382.05 | $497.41 | +$2.1M |
A AMZN | AMAZON COM INC | 8.48% | $11.1M | 50,638 | $157.65 | $219.39 | +$323.3K |
G GOOGL | ALPHABET INC | 8.03% | $10.5M | 59,661 | $140.46 | $176.23 | +$76.7K |
N NFLX | NETFLIX INC | 5.45% | $7.1M | 5,324 | $798.47 | $1339.13 | +$2.2M |
C CRM | SALESFORCE INC | 5.04% | $6.6M | 24,223 | $275.83 | $272.69 | +$846.9K |