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Northwestern Investment & Trust provides professional investment management and trust services designed to build wealth for you and your family. We work closely with you to meet your investment objectives while minimizing taxes and preparing for the future.
Investment Planning
- Personal counseling on setting your financial goals
- Determination of your investment objectives
- Customized portfolio design and asset allocation strategy
- Analysis and evaluation of deposited securities
Investment Management
- Solid investment performance
- Strategies custom-tailored to your specific objectives and needs
- Regular updates and portfolio reviews
- State-of-the-art support and reporting systems
- Daily cash management
Account Administration
- Asset safeguarding and custody
- Income collection
- Processing of splits, stock dividends, tenders and calls
- Securities executions at institutional brokerage rates
- Establishing and maintaining tax records
- Comprehensive account statements showing activities and assets
- Proxy voting
- Bill paying services
Trust Services
- Customized estate planning
- Retirement planning
- Tax planning
- Charitable gift consultation
Other Services
- 1031 real estate exchanges
- Irrevocable insurance trusts
- Employee benefit plans
- Estate settlement
- Tax preparation
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