MidWestOne Trust Services
Our Investment Strategies
MAAP Series
• Aggressive Growth • Growth • Moderate Growth • Conservative Growth
Clients are able to access the experise of our investment teams through mutual fund portfolios designed to give investors core exposureto equity and fixed income asset classes. Funds are screened for cost, risk, performance, firm and managment style to create high quality portfolios.
• Conservative • Fixed Income
• Aggressive Growth • Growth • Moderate Growth • Conservative Growth
ETF Portfolios
Asset allocation strategies that utilize low cost ETF managers to create portfolios with equity and fixed income asset classes.
• Conservative • Fixed Income
MWO Managed Securities
• MWO Managed Equity • MWO Large Cap Value • MWO Muni Bond Strategy
Our experienced in-house investment managers create spe- cialized strategies using individual securities. This provides a very focused management approach and greater cost control.
MWO Custom Strategies
For large, more complex portfolios, we build custom strategies that combine components of our various strategies with other asset classes to target a specific risk profile. Portfolios are built with a core approach where equity and fixed income are the “anchor” for the strategy and other asset classes may be used to improve risk-adjusted returns.
Made with FlippingBook Publishing Software