Our Core Principles
At Northwest Bank & Trust Company, we believe our main goal is to successfully meet our clients’ investment objectives. In order to accomplish this, we recognize that there is a correlation between risk and return. We employ sound judgment with a disciplined approach that is consistently applied utilizing contemporary methodology.
Investment Principles for All Account Types
Trust & Estate Administration
Northwest Bank & Trust Company is a fiduciary. We are held to a higher standard and adhere to all fiduciary principals.
Our team of specialists has the expertise to avoid mistakes that could cost money and unnecessary taxes.
We are impartially focused to prevent conflicts that can disrupt family harmony.
We work hand in hand with reputable CPA’s and attorneys to ensure that your account is being treated in the most tax efficient and productive manner.
Retirement Plan and IRA Services
Northwest Bank & Trust Company can serve as Corporate Trustee for your plan, taking responsibility for recordkeeping, testing and regulatory compliance.
We offer the use of IRS approved 401(k) plan documents that are updated as tax law changes occur.
We provide education to your employees along with periodic account statements as well as internet access to account information.
When Northwest Bank acts as Trustee for your IRA we make sure required minimum distributions are taken and file all necessary forms with the Internal Revenue Service.
• Are not insured by the FDIC or any other federal government agency
• Are not deposits of or guaranteed by the bank or any bank affiliate
• May lose value