Greg Shields - Blue Vault

May 7, 2021

Greg has worked in the financial services industry for more than 35 years. For the last 20 years, he has included alternative investments in financial planning and wealth management. Midwest Wealth Management, Inc. was formed in 2005 when he incorporated his individual investment firm to offer his clients more strategic paths to wealth accumulation.

Greg has a diverse business history. He has owned several financial services and manufacturing firms. He has also assisted clients with 1031 exchanges. He authored an E-book, The Alternative Investor – a guide book for alternative investments.

In his limited free time, Greg enjoys flying, ballroom dancing with his wife, Sue, and spending time with his 6 children and 7 grandchildren.

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Full-Cycle (Date): Shareholders received cash or listed stock for all common shares of the previously non-traded investment program as of the given date.

In-Process: The investment program has commenced liquidation of its investment portfolio, has announced a merger or sale that has not yet been consummated, or has yet to provide common shareholders with full liquidity for their shares with cash and/or listed stock.

SRP/Tender: Share repurchase or tender program which permits shareholders to sell their shares back to the company, subject to limitations. The frequency, price, and limitations vary by investment program.

Suspended: The investment program has suspended its share repurchase or tender program.

None: The investment program does not have an intermittent liquidity program, but shareholders will receive liquidity upon termination or liquidity event at the end of the investment term.