Asset Management Services*
Making sure your investment mix will enable you and your family to reach your financial goals is a primary mission of your Midwest Bank Wealth Management Group.
Your advisor will work with you to explore a variety of investment alternatives and strategies, including individual securities, mutual funds and separately managed accounts, to build a portfolio targeted to your goals.
Guiding our asset-management process is a commitment to asset allocation, a time-tested strategy that allocates your investment dollars according to your goals, timeframe and risk tolerance. Our asset allocation process operates on three levels to deliver a well-rounded investment portfolio:
- Asset class. Your Advisor will guide you in determining the optimal mix of asset classes—and the underlying investments in each—to move you closer to your goals.
- Investment manager. Your Advisor will carefully evaluate independent investment management firms, selecting only those demonstrating a track record of consistent performance in a specific asset class.
- Investment style. Within each asset class, we divide your holdings among investment managers with expertise in specific investing styles, including fixed income, growth stocks, value stocks and international stocks.
To learn more about Asset Management Services* from Midwest Bank's Wealth Management Group, please call us at 1‑877‑U‑Belong (823‑5664).
*These services may be offered through Advisors of Midwest Financial and Investment Services, Inc., Member FINRA-SIPC, an independent broker/dealer. Products offered through this entity are not insured by FDIC or any other bank insurance, are not deposits or obligations to the bank, and are subject to risks, including the possible loss of principal. Click on the following link to read about our Order Flow, Business Continuity, and Margin disclosures. SEC Order Execution/Routing Disclosure.
