What We Do

Glasses on Financials PhotoNorthwest 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

Includes individual and nonprofit investment portfolios, IRAs and living trust arrangements  

Trust Services

Includes irrevocable trusts, estate administration, charitable trusts and conservatorships

Retirement Plan Management

Includes 401(k)s, profit sharing plans, SIMPLE and SEP IRAs

Financial Planning

Includes asset allocation, retirement projections and estate planning

Custody Services

Includes third party custodial care, safekeeping of assets, and online account access and reporting
 


Investment Products
• Are not insured by the FDIC or any other federal government agency
• Are not deposits of or guaranteed by the bank or any bank affiliate
• May lose value