Who We Are
Clients value relationship banking with a single point of contact and personally customized portfolios managed locally. That is exactly what we offer.
Northwest Bank’s Investment Management Group has been in existence for more than 40 years and our team of professionals has over 200 years of combined experience in the financial industry. We use that knowledge and experience to develop strategies ranging from investment management and retirement planning to trust and estate administration and charitable foundation management. We pride ourselves in taking the time to learn the needs of our customers and to earn their trust.
We actively manage over $200 million in assets.Our business is primarily investment management, personal trusts, charitable trusts, IRAs, profit sharing, and 401(k)s.Currently, we handle over 500 accounts.
Through the years, there has been one constant – our belief that customers prefer fairly priced products and services that come from someone they know and trust. This is our past.It is also our future.
• 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