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What We Offer

Let us help you build your portfolio and develop customized investment strategies so you can succeed.

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What's Investment Management?

You may hear people call investment management "asset management," "wealth management" or "portfolio management." These terms refer to the same thing — handling your financial assets and investment portfolio. For some people, figuring out how to get started can be a huge undertaking. Many times, it's easier and more beneficial to have a professional step in to help.

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Our Custom Investment Portfolio Services

Midland Trust Company clients have access to custom investment solutions provided by our team of wealth management professionals. Sit down with us and let’s talk through your needs and goals. We’ll help create a plan within your risk tolerance to reach your desired financial objectives. Our custom investment portfolio services include:

  • Determining your goals and objectives
  • Assessing your risk tolerance
  • Assessing liquidity needs
  • Considering investment constraints
  • Setting personal asset allocation ranges
  • Constructing your portfolio
  • Monitoring your portfolio and adjusting it as needed

man shaking hands with trust officerA Financial Plan That Starts with You

If done strategically, your investments can provide financial security far into the future. However, doing this requires a focus and expertise that most people don't have. At Midland Trust Company, we work hard to stay up to date on the best investment practices, so every portfolio we manage receives optimal profits. Whether you're new to investing or you've been doing it for years, professional investment management services can ensure you get the most out of your assets.

We understand that life is not one size fits all and neither are your finances. Everyone has their own roadmap. You may find a similar philosophy or process elsewhere, but with our wealth and investment professionals, you’ll have access to an entire team with deep expertise. Once we determine your objectives, we'll start developing a custom strategy for you.

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Let’s build trust, then your portfolio.

We serve in a fiduciary capacity, not just suitability. We have your best interest in mind at all times. The better you do, the better we do. We act in utmost good faith and provide full and fair disclosure. We have a transparent fee structure and do not have proprietary offerings. We put in writing a shared understanding of how we will manage your relationship.

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Frequently Asked Questions

No. Many of our clients do have a trust they need assistance with, however, we work with those who need help managing their assets.

Yes. At any point, you may speak with your dedicated relationship manager about your portfolio, the liquidity of your funds, and discuss your options.

Many factors affect this. Depending on your goals and investments, you may begin seeing results immediately. More than likely, it will take some time to profit from your portfolio. Talk to your relationship manager to discuss your specific situation, as well as your short- and long-term financial needs and goals. Your relationship manager can then determine a suitable investment strategy.

When we calculate your risk tolerance, we're referring to your desire to take risks in your investments and how much risk you can afford to take. Assessing your risk tolerance can help us determine what kinds of investments we'll recommend for your portfolio. If your situation changes, we can always make adjustments.

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orange logo with cursor on it and white cubes floating around itHow to Get Started

Investment management of your trusts, stocks, bonds, and assets plays an essential role in preparing for the future. Let the capable hands at Midland Trust Company help. Contact us today for some peace of mind with your finances.