MWO Wealth Management Twin Cities

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.

MidWest One (MWO) Asset Allocation Portfolio Series (MAAPS)

MAAPS Mutual Fund Portfolios

MAAPS Exchange Traded Fund (ETF) Portfolios Similar to the mutual fund portfolios above, these asset allocation strategies utilize low cost ETF managers to create portfolios with equity and fixed income asset classes. Access the expertise of our investment teams through mutual fund portfolios designed to give investors core exposure to equity and fixed income asset classes. Funds are screened for cost, risk, performance, firm and management style to create high quality portfolios.

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

Managed Individual Equity Strategies

• MWO Managed Equity • MWO Large Cap Value

Our experienced in-house investment managers create special- ized strategies using individual securities. This provides a very focused management approach and greater cost control.

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.

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