WoodTrust Asset Management, N.A. (WoodTrust) was originally established in 1971 as a department of Wood County National Bank (WCNB). Headquartered in Wisconsin Rapids, WI, and with a recently opened office in Scottsdale, Arizona, WoodTrust is now an independent trust, private banking, and investment management services provider currently managing over $700 million in discretionary assets. In addition to investment management and advisory services, WoodTrust provides complete private banking, administrative and recordkeeping services for various personal trusts, IRAs, corporate cash management accounts, foundations and endowments, and qualified retirement plan accounts. Providing high quality, experienced, personalized service is one of our main competitive advantages.

Although independent, WoodTrust is affiliated with Wood County National Bank for product and service delivery, and is represented by common ownership. The company has been consistently ranked as one of the most sound community banking and trust institutions in the country by various financial publications. In the recent past, the company was voted the Nation’s #1 community banking organization by U.S. Banker magazine. The company has consistently received high rankings in this poll, based upon safety, soundness, service and efficiency ratings.

The sixteen experienced WoodTrust associates and a culture of accountability are the main reasons for our ability to remain creative, responsive, and flexible in meeting the needs of customers. Our quality program – engrained throughout the organization – is built to deliver customized, high-touch and responsive services. This relationship-building approach to client service ensures customers speak directly with decision makers – not with a voice response system or a revolving door of account administrators.

With the average tenure of the associates at WoodTrust now over fifteen years, customers experience great benefits through the stability of their relationship and portfolio managers, assigned from three main service teams: Investment Services Team, Retirement Plan Services Team, and Private Banking/Personal Trust Services Team. These relationship management teams are responsible for coordinating all of the services available through WoodTrust and WCNB for clients, including:

• Investment management services

• Private banking and administrative services

• Financial planning services

• Personal trust and fiduciary services

• Qualified retirement plan services

WoodTrust clients experience the ease and comfort of relying on a dedicated relationship team to proactively manage the integration of all our professionals and their individual areas of expertise.

For over 30 years WoodTrust has stood as a symbol of tradition, strength, and stability in an ever-changing financial environment. The company has changed as well, but the WoodTrust commitment to providing exceptional service to clients has not wavered. For more information regarding WoodTrust products and services, please e-mail info@woodtrust.com, view our website at www.woodtrust.com, or call (715) 423-6800.