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Client Name here

800.247.4418 MidWest One .bank

MidWest One .bank

Your MidWest One Team

MidWest One ’s Wealth Management Story

For over 80 years, we’ve helped individuals, families and institutions grow, manage and preserve their wealth. We utilize our resources and community bank roots to deliver comprehensive wealth manage- ment services that are tailored to clients’ needs.

Sean P. Wenham Primary Relationship Manager & Strategist

Office: 763.512.5297 Mobile: 612.730.5626 swenham@midwestone.com

Justin Parker, JD, CFP® Senior Wealth Planner & Trust Officer

Since 1934

$1.6B+ Assets under management

2500 Clients 60+ Locations

Holistic planning

Office: 763.274.3213 Mobile: 563.880.2211 jparker@midwestone.com

Kong Her Senior Portfolio Manager Office: 763.512.2561 Mobile: 612.845.5196 kher@midwestone.com

Our Services

Wealth & Estate Planning

Dave Schultes Private Banker & Credit Strategist Office: 763.512.2576 Mobile: 612.840.8300 dschultes@midwestone.com

Trust/Estate Administration

Investment Management

Risk Management

Private Banking

Golden Valley Office 945 Winnetka Ave N, Golden Valley, MN 55347

Wealth Planning

Let’s talk GOALS

It’s your call....

Not FDIC Insured | Not a Deposit | No Bank Guarantee | Not Insured by any Federal Government Agency | May Lose Value.

Trust & Estate Services

Investment Management

Process-

Evolve

Flexibility to combine multiple strategies

Fiduciary Services

Customize

Customized portfolios to match your individual needs

Identify

Stringent due diligence process to identify and monitor investments

Open Architecture Platform using Institutional Investment Managers

• Investment management for individuals, institutions, & endowments • Managed & self-directed IRAs • Farm & property management • Tax, estate, & gift planning

Approach-

• Income & retirement planning • Executor & estate administration • Trust administration • Conservatorships • Securities custody & safekeeping

MAAPA Mutual Fund Porfolios

• Aggressive Growth • Growth • Moderate Growth • Conservative Growth • Conservative • Fixed Income • MWO Muni Bond Strategy

Not FDIC Insured | Not a Deposit | No Bank Guarantee | Not Insured by any Federal Government Agency | May Lose Value.

MAAPS Exchange Traded Fund (ETF) Portfolios

• MWO Managed Equity • MWO Large Cap Value

Managed Individual Equity Strategies

• Talk to your team about portfolio suited specifically for your vision.

Managed Individual Equity Strategies

Custom Strategies Overview

Custom Strategies—Core

A reliable, evolved, exhaustively researched, long-term stress tested lineup of six mutual funds built off our banks 80+ years of wealth management knowledge and experience. Designed for modular integration with our flagship SMAs, Large Cap Value, Managed Equity and Alpha Growth Equity Can function as a complete portfolio solution, or as the core of a more complex, dynamic solution, that includes the following 2-3 additional layers

Core

AI Enhanced with the help of BlackRock Research

Expression

Tactical

Reviewed in an ongoing manner, annual modifications will be considered

Comprises 60-100% of overall portfolio

X-Factor

Custom Strategies—Expression

Custom Strategies—Tactical

We have our broad capital market opinions, and this is where we express those

We also have opinions on shorter term thematic trends

Growth or Value?

Currently, we see opportunity in

US or Foreign?

Technology

Stocks or Bonds?

Inflation Protection

Here we take advantage of slower moving global trends.

Small Cap Stocks

Expect 2-3 adjustments per year

Energy

Comprises 0-20% of overall portfolio

Expect quarterly adjustments

Comprises 0-20% of overall portfolio

Custom Strategies—X Factor

A Disciplined Approach to Portfolio Management

Legacy holdings

Set Objectives

Emotional holdings

Low basis positions that don’t fit the other layers, think tax congestion

Develop Asset Allocation

Manage & Monitor

Opportunistic positions that don’t fit the other layers

Implement the Plan

Private Banking Insights

Portfolio Management Insights

Wealth Planning Insights

Private Banking Insights