Investment Management
Providing Direction. Producing Results.
Our experienced team of professionals has over 200 years of financial management experience. We can help you develop and implement a sound financial strategy to preserve and enhance financial security for you and your loved ones.
Our experienced advisors will help you reach your financial goals through the use of quality investments and asset diversification. We will work with you to identify your objectives for growth, income, principal preservation, and tax minimization.
Our services include:
- Professional investment management tailored to your objectives
- Accurate and timely accounting of all transactions, including income and dividend collection as well as disbursements
- Safekeeping of assets
- Bill payment and tax preparation
- Continual review and oversight of your financial planning needs
For a no-cost, no obligation consultation call (563) 388-2628.
We are so confident in the services of our Investment Management Group that we will give you your money back if you're dissatisfied. Click here for complete details.
Upcoming Programs
The Investment Management Group hosts a series of free programs on various topics including investments, retirement accounts, and estate planning. Click here to see the current schedule.
Contact Jane VenHorst at 563.388.2628 or jvenhorst@northwestbank.com for more information or to rsvp.