Find a Bank or ATM Contact Us Asset / Investment Management Trust Login Investment Services The Trust Department provides professional investment service for all types of accounts for which it has management responsibility. In determining an appropriate investment objective, we work closely with clients and consider factors such as income and liquidity needs, time horizon, risk tolerance and tax circumstances. A strategic asset allocation (encompassing various asset classes) is implemented using institutional mutual funds or individual securities, selected to meet investment standards and criteria established by the Trust Department. Trust Investment Committee The Trust Investment Committee meets on a regular basis to determine the appropriateness and suitability of investments and monitor security positions held in discretionary accounts. Portfolio Management The hallmark of the Trust Department’s investment approach is flexibility. The degree of supervision of account assets is dependent on the wishes of the client. In most cases, the Trust Department is given complete and total discretion over the entire portfolio. In other cases, clients may wish to be consulted before specific investment recommendations are implemented. We endeavor to work with clients and beneficiaries to do our best to ensure their needs are met. Contact Us Today Invest in your future Use this calculator to determine what an amount invested today will be worth at some point in the future. Go to Calculator Trust Previous Laurie Johnson Vice President Trust Operations Officer Dakota Square Bank - Minot 2200 15th St SW Minot, ND 58701 laurie.johnson@firstwestern.bank Chad Schmidt Trust Officer Dakota Square Bank - Minot 2200 15th St SW Minot, ND 58701 E chad.schmidt@firstwestern.bank Next Call or stop by for more information Get Started Today! First Western Bank & Trust Products offered through First Western Insurance are: NOT A DEPOSIT, NOT FDIC INSURED, NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY, NOT GUARANTEED BY THE BANK, MAY GO DOWN IN VALUE Routing Number: 091310440 Careers Resources FAQ News & Alerts Security Site Map Privacy Policy © Copyright 2021 First Western Bank & Trust. All rights reserved. Responsive Web Design by Perrill.