Same Great Team with a New Name
By Cody Allen, CRSP
President
It’s official! Tower Trust & Investment Company has been launched.
On December 31st, we turned off the office lights at the end of the day for the last time as Northwest Bank & Trust Company’s Investment Management Group. With over 55 years of great memories under our belt, we walked back into the same offices on January 2nd with a sense of excitement for the next chapter and our new company name on the door.
We want to thank all of our clients for the trust and confidence you have placed in our hands for the last five decades and we couldn’t be more honored that all of you have made the move with us to Tower Trust. When we began the process we knew our number one priority was to make this move as seamless as possible for you. We hope everyone feels we were able to accomplish this priority.
As you have likely heard us say a time-or-two the last six months, Tower Trust & Investment Company is the same team, same investment strategies, same ownership and the same great service.
Cheers to a healthy and happy new year!
All the Best,
Cody and the rest of the Tower Trust & Investment Company Team
New Milestone Achieved
Among the excitement of our new company name, we reached a new milestone that we didn’t have an opportunity to announce at the time; however, we wanted to share it with you now.
In October, we exceeded a half a billion in assets under management. To be more specific, this means our clients entrust us with over $500 million; with most of these dollars held within Investment Accounts, Individual Retirement Accounts (IRAs) and Revocable or Irrevocable Trusts. We know we couldn’t have achieved this milestone without all the great referrals from our clients this past year. We were humbled by the number of friends and family members that were referred to us in 2024.
We would be honored to continue to welcome your referrals in 2025.
