Institutional Trust Services
Midwest Institutional Trust Services is committed to providing a comprehensive and reliable set of products and services to institutional investors. One of our key objectives is to provide proactive consultative communication that supports the priorities of our clients and their other servicing professionals.
Our client service personnel average more than 25 years of experience and bring tremendous industry knowledge to each relationship. Services include online, real time portfolio reporting, security processing, automated cash management, consolidated accrual accounting on a trade date or settlement date basis, with custom reporting options, government and tax reporting, and proxy services.
Our service team has extensive experience in servicing corporations, not-for-profit organizations, investment managers, and governmental entities. We combine our investment experience and administrative capabilities with the resources of our technology partners to provide customized solutions to our clients.
The Midwest Difference
Customized Client Service
We bring depth of experience to each relationship. We create a customized, high-touch service model for every client. The team that supports the relationship managers is also long tenured and has multi-disciplinary experience. Together, we will assess your needs and propose solutions to streamline your work.
Focus on Risk Management and Fraud Prevention
We take pride in knowing that together, with our clients, we can help mitigate fraud. We implemented a program of standardization for client-instructed activity and required client signatures. We also introduced a Secure File Transfer Protocol (SFTP) website for conveying client instructions to us, which keeps account information secure. These procedures allow for confirmation of activity that are necessary to protect our clients’ assets.
We have a risk-management framework to manage the legal and regulatory obligations as a fiduciary and trust company. Proven business continuity planning, testing, and management minimize adverse effects on our customers and stakeholders, as demonstrated during the 2020 COVID-19 pandemic.
Online, Real-Time Portfolio Access
Portfolio holdings, custom reports, and account activity are available 24/7 for clients, consultants, investment managers and third-party administrators through our client portal, Portfolio Vision, which provides intuitive, easy to navigate, real-time viewing and export capabilities to access the information you need for the efficient management of your assets.
Focus on Transparency
We want our clients to have clear expectations regarding the scope and cost of our services. We provide fee schedules and estimated annual costs that are simple and easy to understand, as well as auditable, and based on the philosophy that long-term relationships are built on high caliber services at a fair market price.
Service Commitment
We are fully committed to providing service excellence. We offer customized solutions, personalized support, and dedicated client relationship management to meet client requirements. Our commitment is to provide custody and administration capabilities in a manner that creates economic and operational efficiencies for our clients.
OneAmerica Stable Value Fund
OneAmerica Stable Value Fund is a collective investment trust (CIT) fund sponsored by Midwest Institutional Trust Company (MITC). The Fund is currently advised by OneAmerica Asset Management, LLC.
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