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Trust Services

You set your goals - we take care of the rest!

Who we are

For over 80 years, we have helped individuals, families and institutions grow, manage and preserve their wealth. At MidWestOne, we utilize our vast resources and community bank roots to deliver comprehensive wealth management services that are specifically tailored to your needs.

Our professionals have earned long-term customer relationships by helping our customers and communities succeed. The communities we serve are not only the inspiration of our organization, but the purpose behind our existence. That’s why customers like you are at the heart of everything we do.

We take care of our customers…and those who should be.

Meet our team

Now serving Minnesota!

Our Solutions

Together with other professionals, such as your CPA and personal attorney, we coordinate our specialized expertise and resources to customize solutions for your current situation and life goals:
  Fast

Individualized Portfolios

Customized solutions for individuals, families, foundations and institutions.

  Safe

Investment Strategies

Managed mutual fund, ETF and individual security strategies.

  Easy

Business Investments

Disciplined philosophy focuses on enhancing returns and controlling risk.

  Easy

Institutional Investments

Individualized investment solutions that support the mission of your institution.

  Safe

Saving for Retirement

Expert guidance and solutions for the next generation.

  Easy

Creating Retirement Income

Investment strategies to support your retirement income needs.

  Easy

Business Succession

Expert guidance and solutions for the next generation.

  Easy

Leaving a Legacy

Fulfill your vision for the future.

  Easy

Charitable Giving

Pursue your passions and live with purpose.

  Easy

Long-Term Care

Planning and expert guidance for your future needs.

  Easy

Tax Planning

Investment strategies that maximize your wealth and legacy goals.

  Easy

Estate Planning

Expert solutions for taking care of your personal affairs.

  Safe

Financial Power of Attorney

Professional administration and execution of your wishes.

  Easy

Trustee

Expert administration and respect for your financial vision.

  Easy

Executor

Professional support for fulfilling your wishes.

  Easy

Conservator

Professional support for preserving your legacy.

  Easy

Trust & Estate Administration

Expert solutions for taking care of your personal affairs.

  Easy

Special Asset Administration

Expert asset management solutions for your most unique investments.

Expert insights

A good financial partner will help you to create a financial plan for whatever may come. Our expert team will help you to achieve your goals while your life events unfold, with professional support, guidance and educational resources.

Retirement 101

Understand the foundations of retirement and what considerations should be part of your retirement plan.

Read more:  Retirement 101

Trust Basics

Discover what a Trust is and how a Trust can help you accomplish your estate planning goals.

Read more:  Trust Basics

Growth vs. Value:  What's the difference?

Explore the pros and cons of growth and value investment strategies and learn how each can help you meet your investment goals.

Read more:  Growth vs. Value Investing
charitable giving

Charitable Giving

Learn more about Charitable Trusts and the important role they can play in your charitable giving estate plans.

Read more:  Charitable Giving

Tell us about you.

Realize your vision for the future through careful planning, expert guidance and a disciplined, collaborative approach that grows with you and your passions. 

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Find an Expert

Using MidWestOne Bank’s philosophy and expertise, you leverage the resources of an institutional investor along with the benefits of fiduciary services. With MidWestOne Trust Services, you’ll receive:

  • Collaborative team approach to wealth management
  • Disciplined investment process
  • Transparent performance and fee reporting

Our team includes investment professionals, attorneys, bankers and administrators—all working together to create savvy solutions for you and your family. Our commitment to you is to passionately pursue your financial objectives as if they were our own.

Meet our team

A family in Iowa City, IA, that has checking accounts

 

Not FDIC Insured | No Bank Guarantee | May Lose Value | Not a Deposit | Not Insured by any Federal Government Agency