Tower Trust & Investment Co.
Tower Trust & Investment Company is an independent trust and investment firm headquartered in Davenport, Iowa. The firm specializes in providing expert wealth management, trust administration, and fiduciary investment services for individuals, retirees, estates, small businesses, and nonprofit institutions. With a team boasting over 150 years of combined experience, Tower Trust offers customized financial solutions and comprehensive estate planning. Known as one of the largest local trust companies in its region, the firm is structured as an investment adviser and trust company, operating primarily in the Quad Cities area. Precise founding year and employee count are not explicitly listed in public profiles.
Investment Strategy
Tower Trust & Investment Company follows a fiduciary-focused, client-first investment strategy that prioritizes customized solutions for wealth preservation, growth, and management. Their approach is rooted in disciplined asset management, tailored to each client’s risk tolerance and life goals. The firm does not receive commissions on trades, aiming to eliminate conflicts of interest, and charges fees based on assets under management. The investment process involves modern portfolio theory and prudent diversification, serving individuals, business, and nonprofit clients with solutions including IRAs, retirement plans, estate trusts, and charitable accounts.
Top Holdings
Equity Positions (189)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC | 12.14% | $18.0M | 70,835 | $221.84 | $254.63 | +$3.2M |
N NVDA | NVIDIA CORP | 8.66% | $12.9M | 68,979 | $108.38 | $186.58 | +$1.8M |
M MSFT | MICROSOFT CORP | 6.35% | $9.4M | 18,198 | $377.17 | $517.95 | +$240.7K |
G GII | SPDR S&P GLOBAL INFRASTRUCTURE ETF | 5.79% | $8.6M | 123,488 | $62.05 | $69.59 | +$339.2K |
M META | META PLATFORMS INC CL A | 4.10% | $6.1M | 8,294 | $577.55 | $734.38 | -$123.0K |