Overview

We are an investment division inside a community bank based in Iowa. We have 3 branches in central Iowa and one adviser. We are looking to aggressively grow the central Iowa market and acquire some books. The rest of the advisers are in eastern Iowa, where the bulk of the banks locations are. We are mainly fee based and about half our clients are also bank clients. We are an independent firm that works with the general mass affluent. We are a simple firm, that works with clients based on their goals, time frames and risk tolerance. We develop asset allocations and invest for long term time periods. We are not timers or traders, nor do we boast about complex, market beating models. We utilize low cost, top tier investments and review those holdings on a frequent, ongoing basis. We have implemented several technology platforms to help automate marketing, assist with smaller account on-boarding and review, as well as assist with investor education and account access.

Last Activity
6 months or more

Business Data

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