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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

Tel. (641)423-1600

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, IA 50616

  • Clarion Branch
    315 Central Avenue East
    Clarion, IA 50525

  • Kanawha Branch
    220 North Main Street
    Kanawha, IA 50447

  • Latimer Branch
    119 North Akir Street
    Latimer, IA 50452

  • Mason City State Street Branch
    33 East State Street
    Mason City, IA 50401

  • Mason City West Branch
    2601 4th Street SW
    Mason City, IA 50401

  • Mora Branch
    730 Forest Ave East
    Mora, MN 55051

  • New Hampton Branch
    124 West Main Street
    New Hampton, IA 50659

  • Osage Branch
    501 Main Street
    Osage, IA 50461

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A partnership with us provides you the opportunity to work with professionals who have a broad range of experience working with not-for-profit and charitable accounts.

Not-for-profit accounts are managed in a manner consistent with the mission of the organization. We adhere to your portfolio distribution needs/requirements, and an aggregate allocation that takes into consideration reasonable and realistic risk and return expectations based upon realistic capital market projections.

  1. We provide assistance with designing, implementing and reviewing your Investment Policy Statement (IPS).
  2. The creation of a comprehensive and well-written IPS is crucial to maintaining a successful investment program.
  3. A formal IPS serves as a conclusion to the strategic planning process by documenting: 
    a. General investment philosophy
    b. Asset allocation
    c. Risk tolerance
    d. Return expectations
    e. Manager selection and monitoring
    f. Control procedures
  4. Policy documentation will also assist in fulfilling fiduciary duties by serving as a communications tool to all interested parties.


We provide accounts for businesses, including:

  • Pension plans
  • Profit sharing plans
  • 401 (k) plans
  • IRAs
  • Employee Stock Ownership Plans
  • Simplified Employee Pension Plans
  • Foundation Management
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