Master Presentation

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