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Investment & Trust Services
Grow and Preserve Your Wealth
You’ve earned it. Now preserve it with the investment and trust services at MidWestOne Bank. We’ve been helping customers like you grow their wealth since we were founded. In fact, we manage over $400 million in assets for our customers.
Investment Services
The investment climate has never been more exciting or more challenging than it is today. Now more than ever, investors like you need professional advice and guidance from an investment officer who will listen. Our investment officers will not only listen to you, but they will also develop a customized investment plan to meet your specific needs.
We provide our investment services in partnership with the independent broker/dealer LPL Financial.* To learn more about these services, click here. You will be entering a secure customer information site separate from www.midwestone.com. The site will open in a new window.
Trust Services
A trust is one of the most valuable tools you can use to protect and transfer assets. With proper estate planning, our trust officers can help you maintain your current lifestyle while transferring assets to charity or to cherished loved ones. A carefully planned trust will:
- Reduce taxes
- Provide for family, friends or charity
- Keep your personal financial matters private
- Protect you from unexpected risks
- Simplify your life
At MidWestOne Bank, your trust officer will work closely with you to develop an investment plan for the life of the trust, providing the beneficiary with financial protection and minimal management worries.
MidWestOne Investment & Trust Services:
- Investment Management
- Wealth Transfer Planning
- Custom Trust Solutions
- Trust Administration
- Trustee Services
- Estate Settlement Services
- Guardianship Services
- Real Estate and Agricultural Services
- Retirement Planning
Learn more about…
Glossary of Common Trust Terms
* Securities offered through Linsco/Private Ledger (Member FINRA/SIPC) a registered broker dealer, securities and or insurance products are not insured by the FDIC; are not a deposit or any other obligation of, or guaranteed by, the depository institution, are subject to risks, including the loss of principal amount invested. MidWestOne Bank is not affiliated with Linsco/Private Ledger.
