For Financial Institutions
Investment Program Management
There are many ways to grow fee income, but most of them simply involve charging more for existing services. With the GROW & PROTECT with Midwestern Securities turn-key program, we will help you build reliable and diversified streams of income independent of loans and deposits. These revenue sources add value for your customers while adding dollars to your bottom line.
We offer full-service program management. For Start-up Partners, we will manage the process to implement your Investment Services Division from Day One. For our Upgrade Partners, our MSTC Total Transitions™ process takes the heavy lifting and tedious tasks that can come with a transition off your shoulders so you and your financial advisor can focus on what’s really important – building your client relationships.
We have a good compliance record, and we intend to keep it that way by upholding high standards for ourselves and our partners. We value integrity and accountability, and we expect the same from our partners. That is why we work closely with our advisors on everything from paperwork to marketing to financial institution audits. Our diligence serves to protect the advisor and the institution so advisors can focus on their clients’ future.