Your goals are our priority. Let us assist you in building your financial future. Everyone is different, and your plan needs to meet your individual needs. We pride ourselves on taking the time to learn your needs and earn your trust.
Our main goal is to successfully meet our clients’ investment objectives. We employ sound judgment with a disciplined approach that is consistently applied utilizing contemporary methodology. Through investment management, fiduciary guidance, trust expertise, and financial planning support, we help individuals and families work toward their long-term financial goals.
Whether you are an investor that prefers safety and the volatility of the stock market keeps you up at night or you are a seasoned investor that is accustom to the market fluctuations, your Portfolio Manager will work with you to develop an individualized plan that fits your risk tolerance and personal needs and is aligned with your investment goals. We believe investment decisions should support broader financial goals, whether that includes retirement planning, wealth preservation, legacy planning, or preparing for future life transitions.
Each client will have a team of three dedicated investment/estate professionals working together to support your investment, financial planning, trust, and long-term financial objectives:
Your Portfolio Manager is located right here in the Quad Cities and is a trained investment specialist. Your Portfolio Manager will listen to your individual investment needs and ensure the investment strategies are utilized in a manner that can accomplish your financial goals. Your Portfolio Manager can also help connect investment decisions to retirement planning objectives, long-term financial goals, and wealth preservation strategies.
Your Trust Officer is also located here in the Quad Cities. Your Trust Officer is an estate-planning specialist who can assist you in many ways including:
Because Tower is an independent trust company, clients have access to services that extend beyond traditional investment management. This includes trust administration support, estate settlement assistance, trustee services, executor services, and wealth transfer planning when those needs arise.
Clients also have access to Certified Financial Planning expertise through Tower’s team, helping connect investment management decisions to broader financial planning, retirement planning, and long-term financial goals.
Your Trust/Investment Administrator will serve as a back-up to your Portfolio Manager and Trust Officer and will help satisfy those daily needs that appear from time-to-time. Perhaps you need to transfer money to your checking account, need a duplicate statement, or need some information for your accountant, your Trust/Investment Administrator is only a phone call away.
A fiduciary is held to a higher standard and required by law and regulation to adhere to fiduciary principals. This means at Tower Trust & Investment, we always put the interests of the client ahead of our own. This fiduciary responsibility supports more than investment decisions alone. It also guides financial planning discussions, trust administration decisions, wealth preservation strategies, and long-term planning conversations designed to support each client’s goals.
We are committed to the traditions of trust management and fiduciary responsibilities. Our operational systems are designed and our personnel are trained to see that these responsibilities are discharged properly. We do this job and do it well; we do it every day. Our goal is to help clients make informed financial decisions today while planning for future opportunities, family needs, and legacy goals.
These principles support more than portfolio performance alone. They help clients pursue retirement goals, preserve wealth, prepare for future financial needs, and plan for the transfer of assets across generations.
Explore additional services and resources that support your long-term financial goals:
Our highly qualified team at Tower Trust & Investment Company has over 150 years of financial management experience. Whether you are looking for investment management, financial planning support, trust services, or long-term fiduciary guidance, our Quad Cities team is ready to help. Contact us for a consultation on how can meet your goals for attracting and retaining employees with an employer sponsored plan.
Trust Officer
Kristina has over ten years of experience in law as a Paralegal specializing in Estate Planning, Probate Law, Real Estate Law, Business Law, and Guardianships and Conservatorships. She is a non-attorney member of the Iowa Bar Association and a member of the Iowa Paralegal Association. Kristina has many years of customer service experience and assists the Fiduciary Team with trust and estate administration.
Phone: 563.296.9274
Email: ksuiter@towerqc.com