Bank / Wealth / TrustRIA · CRD 112187SEC-Registered

Updated:

Quad City Investment Center

Quad City Investment Center launched in 2008 as the wealth management and advisory arm of Bettendorf, Iowa-based Quad City Bank & Trust, a community bank...

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Quad City Investment Center

Quad City Investment Center launched in 2008 as the wealth management and advisory arm of Bettendorf, Iowa-based Quad City Bank & Trust, a community bank founded in 1994. The parent bank reports over $2.1 billion in total assets and employs roughly 160 people across five Quad Cities locations. The investment center extends the bank's relationship-based model into financial planning, portfolio management, and pension consulting, serving individuals, high-net-worth clients, charitable organizations, and corporate accounts. The firm delivers wealth management through a bank-trust structure — a model that typically blends proprietary fixed-income and deposit products with third-party managed-account platforms. The $2.1 billion in bank-level assets — cited on the parent's website — provides balance-sheet ballast but does not separate out wealth-management AUM. Quad City Bank & Trust operates five retail and commercial locations concentrated in the Quad Cities metro area spanning Iowa and Illinois. The wealth management unit draws prospects from the bank's commercial and retail customer base, which includes local business owners and executives. The firm does not publicize dedicated office locations for the investment center, consistent with an integrated community-bank model where advisors meet clients in existing branches. There is no disclosed allocation to alternatives, venture, or direct private investments in available materials. The structural differentiator is negative: Quad City Investment Center is not an independent RIA competing on investment performance or alternative-access differentiation. Its posture is that of a captive trust-and-advisory division inside a community bank — meaning client acquisition and retention are driven by banking relationships, lending needs, and local presence rather than by portfolio construction or co-investment capabilities. This architecture suits clients seeking consolidated financial relationships over institutional-style manager selection.

General information

Firm type

Bank / Wealth / Trust

Year founded

2008

Location

Region

North America

Country

United States

City

Moline

Corporate office

Bettendorf, IA, United States

Frequently asked questions

Does Quad City Investment Center disclose its assets under management separately from the bank?

No. Quad City Bank & Trust publicly reports over $2.1 billion in total bank assets, but the wealth management division does not break out a standalone AUM figure on its website or in available regulatory materials. The absence of disclosed wealth-management AUM is common for integrated bank trust units that report assets through the parent bank's call report rather than marketing an advisory AUM number.

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