MidWestOne Trust Services

An Investment Approach Tailored to You

Our investments process is designed to provide investors with comprehensive investment solu- tions that meet their goals and objectives. We build targeted portfolios across varying risk levels, implement them efficiently, and manage them according to their risk objective. You only need to worry about helping us define your goals and objectives‒we take care of the rest.

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

You set your goals—we take care of the rest!

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.