MidWestOne Trust Services

Portfolio Management

Kong Herr Portfolio Manager

“I believe in bringing an adventurous spirit into everything I do and use daily practices to re- inforce my core values which include fitness, nature, learning, authenticity, mindfulness, and acceptance.

2-3 lines about Kong Herr

Dave Schultes Private Banker

“I believe in bringing an adventurous spirit into everything I do and use daily practices to re- inforce my core values which include fitness, nature, learning, authenticity, mindfulness, and acceptance.”

2-3 lines about Dave Schultes

Communication Is The Foundation Of Great Planning

We believe in creating and following a long-term plan. We base the frequency and type of com- munication on what works best for you. Our experience has shown us that the best long-term planning is achieved by collaborative problem-solving and dialogue because you, your family, your assets, your documents and your circumstances are always changing. That constant change should translate into actions taken within your plan such as account retitling, beneficiary desig- nations, account structure, risk tolerance, cash flow needs, etc. We can help you take necessary steps to ensure your plan reflects what you want by having regular updates and reviews.