Serving investment and administrative needs for nonprofits

Ensuring the success of your nonprofit by understanding the unique needs of our clients.

Find a team
near you

Our mission is to help you fulfill yours. We’ll work with your nonprofit to create investment strategies built around your organization’s needs, philanthropic goals and hopes for tomorrow. Let us also handle your administrative needs so you can focus on what is really important—your nonprofit’s mission.

Our professionally managed portfolios are defined by high quality assets, broad diversification with an emphasis on risk management, and competitive and consistent performance. As a fiduciary, we put the needs of your nonprofit organization first. When you partner with Associated Bank Private Wealth you can expect:

  • Investment management including customized solutions and a team approach
  • Community involvement including volunteerism and leadership
  • Consulting, record-keeping, and services to meet the administrative needs for your board of directors and large donors

Speak with an Associated Bank Private Wealth professional today.

Wherever you see yourself in the future, we’ll be here.

Find a team
near you

800-431-4649
Monday through Saturday
Closed Sunday and holidays

  • Investment, Securities and Insurance Products:

    NOT
    FDIC INSURED    		NOT BANK
    GUARANTEED    		MAY
    LOSE VALUE    		NOT INSURED BY ANY
    FEDERAL AGENCY    		NOT A
    DEPOSIT

     

  • Associated Bank and Associated Bank Private Wealth are marketing names AB-C uses for products and services offered by its affiliates. Securities and investment advisory services are offered by Associated Investment Services, Inc. (AIS), member FINRA/SIPC; insurance products are offered by licensed agents of AIS; deposit and loan products and services are offered through Associated Bank, N.A. (ABNA); investment management, fiduciary, administrative and planning services are offered through Associated Trust Company, N.A. (ATC); and Kellogg Asset Management, LLC® (KAM) provides investment management services to AB-C affiliates. AIS, ABNA, ATC, and KAM are all direct or indirect, wholly-owned subsidiaries of AB-C. AB-C and its affiliates do not provide tax, legal or accounting advice. Please consult with your advisors regarding your individual situation. (1024)