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 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

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 Investment Management Team

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