Institutional Asset Management

We will consult with you on reviewing your current investment policy or creating a new policy utilizing the guidelines that align with your current and future goals. We place an emphasis on risk management and offer educational programs to help you meet your fiduciary responsibilities.

Our team of investment professionals offers local expertise, highly tenured portfolio managers and a disciplined investment process that puts your organization’s specific objectives at the center of every strategy.

Associated Bank offers investment services for:

We welcome the opportunity to learn about your organization and how we may assist with your institutional portfolio.

Our consultative approach to working with your organization:

1. Listen and Engage: Listen and understand unique risk characteristics and return requirements.
2. Consult: Develop a customized investment policy statement to document a framework for governance and establish portfolio parameters.
3. Establish Strategy: Determine strategic asset allocation ranges and security types to construct a portfolio tailored to your needs.
4. Manage Portfolio: Pursue return objectives in a risk-controlled environment through a disciplined and repeatable investment process.
5. Evaluate and Adjust: Review portfolio in a dynamic feedback process to ensure portfolio remains positioned to pursue your objectives.

Community Involvement

Our approach to client relationships goes beyond investment management and includes other areas in which we can help support your mission. We can assist with the following:

• Volunteerism–We encourage our colleagues to look for ways to deepen their connections to help enrich and strengthen the communities where we live and serve. Each colleague is awarded eight hours of paid volunteer time each year.
• Leadership–Our colleagues have a strong tradition of lending their financial expertise to charities by serving on finance committees and boards of directors.
• Financial support–To create and sustain healthy communities our corporate giving structure is focused on creating affordable housing, providing community services to minority and low-to-moderate income customers and communities, promoting economic development of small businesses and revitalizing and stabilizing neighborhoods within our footprint.