CONTACT LOCATIONS CAREERS OFFICE SPACE TAX & ACCOUNTING PERSONAL BUSINESS INVESTMENT ABOUT LEARN Log In Introduction to Investment Management Group Developing customized investment strategies and financial planning for each phase of life. Your goals are our priority. Let us assist you in building your financial future. Everyone is different, and your plan needs to meet your individual needs. We pride ourselves on taking the time to learn your needs and earn your trust. We then take what we’ve learned and use our over 150 years of combined experience in the financial industry to develop strategies that help you reach your personal goals. We have been providing disciplined and personalized approaches to fit the needs of our clients for over 50 years. Our clients receive the benefits that come with a high level of knowledge, experience and resources to plan for their present and future. 150+ Years of combined experience $420M Assets under management 100% Dedicated to our clients Phases of Your Financial Life The Investment Management Group team of professionals is here for you through the phases of your financial life, from saving for retirement, through helping plan your financial legacy and administering your estate. Our team is able to offer clients a comprehensive array of services to help plan and manage their wealth and navigate the complexities along the way. Phase 1: Accumulation: Saving and investing correctly to meet your goals for the future Phase 2: Preservation: Making your money last through your retirement and beyond Phase 3: Complete Financial Management: Stepping in to take over complete management of all finances Phase 4: Legacy: Ensuring your final wishes are met as your trustee, agent or executor Our Services Investment Management We manage portfolios for individual, business and nonprofit organizations, in addition to providing IRAs and living trust arrangements. Estate & Trust Services We provide services for irrevocable trusts, revocable trusts, estate administration, charitable trusts and conservatorships. Retirement Plan Management We can address the needs of business clients relating to company retirement plans including: 401(k)s, profit sharing plans, SIMPLE and SEP IRAs. Financial Planning Our professional services include asset allocation, retirement projections and estate planning. Custody Services Our team can provide third party custodial care, safekeeping of assets, and online account access and reporting. Our Clients The Investment Management Group can develop customized solutions for various life stages and professions, including retirees, individuals with inherited wealth, professionals, closely held business owners, and institutions/foundations. Regardless of your level of wealth, capitalizing on opportunities to preserve, grow, and manage your wealth or estate requires the sophisticated guidance of a professional who knows and understands your long-term financial goals. Here's what some of our clients have to say... “I have great confidence in the honesty, integrity and trustworthiness of the Investment Management Group (IMG). And they are fun, yet professional. IMG took the time to establish what options would work best for me, yet followed my lead in making the decisions. My previous investment advisor was not doing these things. I love the team approach. Different team members have different areas of knowledge to share... I had been putting off handling my finances properly because I lacked sufficient knowledge to make good decisions. IMG educated me (patiently) until I understood. I've been delighted with how kind and helpful they have been. I would definitely recommend the Investment Management Group.” Our Team Our highly qualified team of investment and trust professionals has over 200 years of financial management experience. If you are looking for a long-term financial partner that tailors investment services to your objectives, we invite you to contact any one of our Investment Management Group team members. Our Team Page (563) 388-2511 Site Map Routing #073900182 CD Rates Terms & Conditions Privacy/Security Accessibility Statement 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 © 2021 Northwest Bank & Trust Web Design by Twin State Technical Services. We will be closed 11/25 for Thanksgiving Day. +