Keith A. Vargo joined Midwest Investment Management LLC as Managing Director in early 2011. His extensive portfolio management and investment career spans more than 25 years and included management of a large-cap value portfolio for individual client accounts and serving as portfolio manager for a growth & income mutual fund.
Mr. Vargo is a member of the Cleveland Society of Security Analysts and holds the CFA Institute’s Chartered Financial Analyst® designation—the industry’s highest standard for investment knowledge and ethics.
At Midwest Investment Management, Keith is a member of the Investment Team. He also maintains portfolio management responsibilities for client portfolios and serves in an advisory role with clients.
“I work with my clients in developing an investment plan suited to their individual needs that helps them achieve their long-term financial objectives, while at the same time avoiding undue risks,” said Mr. Vargo. “At Midwest Investment Management, while investment portfolios are positioned for growth, we also recognize our clients’ desire for preservation of capital.”
“We don’t get caught up in the latest investment fads nor do we attempt to time the market,” Mr. Vargo noted. “We adhere to a disciplined, research-driven investment approach, driving well-informed investment decisions on behalf of our clients.”
He resides in Twinsburg with his wife, Donna, and their three children.