What We Do >> Introduction >> Investment Management | Trust Services | Retirement Plan Services | Custody Services
Northwest Bank & Trust Company
Investment Management Group
Introduction
Northwest Bank's Investment Management Group offers an extensive portfolio of services from which to choose in order to meet your financial goals. We provide the local expertise and service you deserve. We listen, create a plan, then manage that plan with consistent communication to ensure that we are staying on track and making adjustments as your life changes.
Our Services Include:
Investment Management
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Includes individual and nonprofit investment portfolios, IRAs and living trust arrangements
Trust Services
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Includes irrevocable trusts, estate administration, charitable trusts and conservatorships
Retirement Plan Management
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Includes 401(k)s, profit sharing plans, SIMPLE and SEP IRAs
Financial Planning
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Includes asset allocation, retirement projections and estate planning
Custody Services
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Includes third party custodial care, safekeeping of assets, and online account access and reporting