Investment Management Services

Custom Portfolio Construction

Access to World Class Investment Experts

Local Investment Committee Oversight

Our Investment Team is Committed to You

Together, we’ll create an individualized portfolio designed to meet your goals and align with your investment risk profile. Our goal is to position you for high potential return while keeping your investments well within your risk range.

You can expect open communication, constant access to your portfolio through reports and online availability, and partnership with a team you can trust.

Laptop screen showing Risk 36

Investment Management Services

We use your Risk Number® to help you invest according to your own risk tolerance level. 

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How we manage your portfolio:

Our Team

  • Dedicated Investment Team including CFA® charterholder and CFA® level 1 candidate
  • Service to over 1,400 clients with assets of approximately $1 billion
  • Committed to continued education and learning
  • Both internally and externally regulated by various committees and boards

Our Commitment

  • Consistent investment monitoring
  • Dependable economic updates
  • Regular account performance reporting
  • 24/7 Online account access
  • Dedicated to helping you achieve your financial goals

Our Practice

  • Provide comprehensive financial solutions at every aspect of your life
  • Customized asset allocation based on risk tolerance and goals
  • Periodically review of portfolio securities and allocation
  • Examine the economic environment and monitor the impact to our offerings

641-422-1600 |

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Our Investment Management Team

Brad Dummett, CFA®
Brad Dummett, CFA® VP, Senior Investment Officer Location: Mason City West 641-422-1600
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Sawyer Dalluge
Sawyer Dalluge Associate Investment Officer Location: Mason City West 641-422-1600 Email Me
Lora Mills, ATOP
Lora Mills, ATOP Investment Specialist Location: Charles City 641-422-1600 Email Me