Home > Trust & Wealth Management

Investment Management Agency

Let our experience work for you!

Would you like to enjoy your retirement without the hassles of paying bills and managing your investments? Maybe it's time for you to consider an Investment Management Agency account. This account is a relationship where you give our Trust & Wealth Management team instructions to manage your investments and other assets. We can provide as much or as little help as you need. Some of the advantages of having an Investment Management Agency account include:
  • You have an experienced financial team working for you, rather than just doing it yourself
  • We can store and protect your stocks, bonds, CDs, and other investment documents
  • We will provide you with timely reports and statements of your account activity
  • We can prepare your tax work papers and/or your taxes
Want to know more about an Investment Management Agency? Please contact:
Julie Mooney, Senior Trust Officer 712-213-3613
Matt Forristal, Trust Officer, Attorney 712-213-3641
Chad Halder, Trust Officer, 712-213-3630
Lora Nielsen, Trust Operations Officer, 712-213-3640

Investments: Not FDIC Insured, No Bank Guarantee, May Lose Value