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Preferred Branch

Mason City (641)423-1600 Change Location

Your Preferred Branch

Mason City Change Location

2601 4th Street SW
Mason City, IA 50401


Monday-Thursday: 9:00am - 4:00pm
Friday: 9:00am - 5:00pm
Sat: 9:00am - 12:00pm
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Change Preferred Branch

  • Charles City Branch
    300 North Main Street - Charles City

  • Clarion Branch
    315 Central Avenue East - Clarion

  • Kanawha Branch
    220 North Main Street - Kanawha

  • Latimer Branch
    119 North Akir Street - Latimer

  • Mason City State Street Branch
    33 East State Street - Mason City

  • Mason City West Branch
    2601 4th Street SW - Mason City

  • Mora Branch
    730 Forest Ave East - Mora

  • New Hampton Branch
    124 West Main Street - New Hampton

  • Osage Branch
    501 Main Street - Osage

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In the last Wealth Management blog post entitled "What Am I Really Paying for My Investments", we discussed various types of fees and expenses associated with investments. At the end of the day, building a solid investment strategy requires understanding not only the cost to do so but also your unique risk and reward preferences. Our team has been incorporating a cutting edge tool to assist demystifying the conversation around risk.  

How does it work? Simply click here and you will run through a 5-minute questionnaire that covers topics such as portfolio size and financial goals. The result will be a unique Risk Score: 







Our Investment Team then recommends a portfolio to align with the Risk Number. Each one of our model portfolios has a Risk Number associated with the portfolio. For custom portfolios, as a Risk Number is tied to a client, we review the portfolio for alignment.

Not a current client? We are happy to provide a free consultation to review your current portfolio’s alignment with your Risk Number. All we need is a current statement to provide you with an analysis of the portfolio’s Risk Score. As a fun side note, this free assessment also provides insight into the fees tied to your portfolio shedding more light on the fee conversation. 

After you have tried the link and have a score, do not hesitate to call us at 800-423-1602 or email to schedule an appointment to dive deeper. 


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