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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...
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. Quad City Investment Center's stated services include retirement planning, trust administration, and pension consulting alongside standard portfolio management, suggesting a fiduciary posture that leans on the parent bank's capital strength rather than a standalone asset-management P&L. 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
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Moline
Corporate office
Bettendorf, IA, United States
Frequently asked questions
Who runs investment decisions at Quad City Investment Center?
The firm does not publicly disclose named portfolio managers or an investment committee roster on its website or LinkedIn. As a bank-affiliated trust and advisory unit, investment decisions are likely guided by a centralized trust investment committee within Quad City Bank & Trust, drawing on model portfolios and third-party manager research typical of community-bank wealth divisions. The absence of a named CIO or lead manager in public materials suggests a committee-driven, centralized investment process rather than a star-manager model.
Does Quad City Investment Center participate in fund commitments or only direct accounts?
Available public materials do not indicate any activity in private fund commitments, venture capital, or direct co-investments. The firm's listed services — portfolio management, financial planning, pension consulting — point toward a traditional managed-account and advisory model using public securities and fixed-income instruments consistent with a community-bank trust department. No evidence of alternative investment programs is disclosed.
How is Quad City Investment Center related to Quad City Bank & Trust?
Quad City Investment Center is the wealth management and registered investment advisory division of Quad City Bank & Trust, a Bettendorf, Iowa-based community bank founded in 1994. The investment center was established in 2008 and operates as an integrated unit rather than a separately capitalized subsidiary, with client-facing services delivered through the bank's five Quad Cities branches. There is no indication of a separate FINRA-registered broker-dealer or independent RIA entity under the investment center's name.
Which clients does Quad City Investment Center primarily serve?
The firm advises a mix of individuals, high-net-worth individuals, pension funds, charitable organizations, corporations, and businesses according to its regulatory disclosures captured in Altss research. The concentration of clients is almost certainly drawn from the Quad Cities region — spanning Bettendorf and Davenport, Iowa, and Rock Island and Moline, Illinois — consistent with the parent bank's community footprint and five-branch distribution.
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.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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