Investment Management

To create the best investment strategy for you, we begin by listening. That’s right, we listen to you first. You know what you want. And we can help you make that happen by:

We’ll need to know your risk tolerance and liquidity needs before choosing from our broad array of asset classes and investment categories. Together, we will:

You have the choice of using a variety of investment options for your portfolio, including:

* Securities and Insurance products offered through LPL Financial and its affiliates, Member FINRA/SIPC. MidWestOne Bank and MidWestOne Wealth Management are not registered broker/dealers, nor are they affiliated with LPL Financial.

Not FDIC Insured

No Bank Guarantee

May Lose Value

Not a Deposit

Not Insured by any Federal Government Agency


This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. Investment Representatives. LPL Financial's U.S. Investment Representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investment and services mentioned are available in every state.