Skip to main content
Locations Help

Personal Online Banking Login

Business Banking

Login

Mortgage Statements

Login

Credit Card Logins

Go

Wealth - Trust & Investments

Login

Wealth - Raymond James

Login

Wealth - (RPS) Epic Advisor

Login

Custom Investment Solutions

We offer custom portfolios to help you achieve your financial goals as you move through different seasons of life. Sit down with one of our portfolio managers to discuss your needs and goals. We’ll create an investment plan within your risk tolerance to work towards your desired financial objectives. 

custom investment portfolio graphic

Wondering How Your Investments Can Grow Over Time?

Use our calculator to project potential returns and explore different growth scenarios based on your financial goals.

Investment Growth Calculator

Investment and Asset Management Services

 

older couple looking at computer

Customized Portfolio Management

Design a personalized portfolio strategy tailored to meet your unique goals, risk tolerance, cash flow needs, and tax situation. Seek strategies that are managed with precision and care, with the goal of maximizing financial growth.

Ongoing Portfolio Oversight & Management

Monitor and adjust investments regularly to align with evolving financial goals and market conditions, providing the flexibility needed for long-term success.

Socially Responsible Investing

Create tailored impact investing plans across fixed income, equity, and alternative markets, aligned with your ESG values and goals.

Tax-Sensitive Investment Strategies

Implement personalized techniques to reduce tax liabilities, tailored to your unique financial roadmap.

Team Skillsets & Specialties

At Midland, our team of experienced portfolio managers and financial advisors provides personalized, holistic investment advice. Enjoy the confidence of having your assets managed by credentialed professionals offering objective recommendations and custom financial solutions tailored to your unique needs.

Your Elevated Wealth Portfolio Awaits

Get started by sharing a few details with us, and together, we’ll bring your financial vision into focus.

Frequently Asked Questions

Are Midland’s client investment holdings monitored?

Our client investment holdings are monitored, analyzed, and adjusted as needed.

Can I manage my investment account(s) online?

Yes, our online account portal includes customizable dashboards, enhanced statements and reporting capabilities, and access to a robust financial management tool.

Are my investments insured or guaranteed?

No. Investments are not insured and are not guaranteed. Investments are subject to risks, including the possible loss of principal. Our Investment Management team believes diversification and periodic rebalancing are key factors in maintaining appropriate asset allocation. Our strategies aim to minimize risk, as well as capture opportunities.

Prefer Personal Assistance?

Our team of dedicated professionals are here to support you.