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Northwest Bank & Trust Company
Investment Management Group
Our Clients
The Investment Management Group can develop customized solutions for our clients various life stages and professions. Every client’s financial situation is different; therefore we focus on delivering customized results - oriented solutions. Whether you are a business owner looking for an investment manager for your 401(k) program, an individual with estate planning needs, or someone who has recently come into new wealth and needs advice on how to successfully manage it, our financial professionals will work closely with you to address your financial needs.
Our clients' backgrounds and stations in life are diverse:
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Retirees
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Individuals with inherited wealth
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Professionals
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Senior executives
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Closely held business owners
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Institutions and foundations
Investment Management
Asset management for individuals, businesses, and non-profit organizations. Our services include:
· Investment Management
· IRAs
· Financial Planning
· Living Trusts
· Trusts Under Will
· Charitable Trusts
· Estate Administration
· Conservatorships
Retirement Plan Services
Addressing the needs of business clients relating to company retirement plans including:
· 401(k) Plans
· Profit Sharing Plans
· SEP IRAs
· Simple IRAs