Investment Management Solutions

It can take a lifetime to accumulate wealth, so you need to work with a trusted partner to manage your assets.  South Ottumwa Savings Bank can provide responsive and creative investment management solutions through a dependable process, experience and dedicated partnerships.

Before any investment solutions are recommended, we listen to you, analyzing your investment objectives, risk-tolerance levels, investment time horizon, cash flow needs and any other pertinent information.  Based upon the results of this analysis, we create customized investment solutions and make recommendations on portfolio structure and the types of investment vehicles to be employed.