Tailored Portfolio. Nimble Strategy.
Investment strategies based on your goals and risk tolerance
Is your portfolio keeping up with your life? As your family, career, financial situation and goals change, your portfolio should too. Whether you’re adjusting for your risk tolerance, adapting to the current economic conditions or simply realigning your investments, actively managing your portfolio is paramount to success.
But time is money, and managing your portfolio takes time. Our expert Portfolio Managers at Associated Bank Private Wealth will work with you to build a customized portfolio based on your goals, risk appetite and time horizon, saving you valuable time in the process.
We offer:
- Discretionary asset management
- Custom investment portfolios
- High quality assets with broad diversification
- Local expertise and management for all portfolio decisions
- Fiduciary investment services
Our team uses an investment process that is grounded in fundamental, prudent investment principles. We achieve consistent results and avoid unexpected risks by using a disciplined, three-phase approach:
Strategic asset allocation – We’ll work with you to allocate your assets across stocks, bonds and cash. This will help you weather market downturns, avoid emotional financial decisions, and achieve your long-term goals.
Tactical asset allocation – As the market changes, making short-term adjustments to your actively managed portfolio can lead to extra returns, allowing you to reach your long-term goals even faster.
Investment selection process – Choosing the right investments is crucial for managing risk and return. Our investment team will identify individual securities, mutual funds and/or ETFs using fundamental research, valuation metrics, and much more to construct a portfolio that helps you achieve your goals.
Speak with an Associated Bank Private Wealth professional today.
Wherever you see yourself in the future, we’ll be here.
800-431-4649
Monday through Saturday
Closed Sunday and holidays
Frequently Asked Questions
Who can I expect to work with through Associated Bank Private Wealth Trust Services?
Our team of professionals includes Certified Financial Planners (CFP®), Chartered Financial Analysts (CFA®), Attorneys, Lawyers and Certified Trust and Financial Advisors (CTFA®) to cover a variety of financial solutions.
Do you act as a fiduciary?
Yes, acting as a trustee or personal representative, we act in your best interests, not ours. We offer estate settlement services, guardianship and conservatorship and irrevocable trust accounts under this capacity.
Do you offer Financial Planning Solutions?
Associated Bank Private Wealth offers a variety of financial professionals featuring Certified Financial Planner (CFP®), Certified Trust Financial Advisor (CTFA®) and Chartered Financial Analyst (CFA®) designations to offer a comprehensive, tailored financial plan designed to meet your current and future goals. We believe our clients deserve more than a cookie-cutter plan, so our team offers comprehensive solutions to ensure we’re preserving your wealth, meeting your needs and evolving with your goals. Find additional information on Financial and Wealth Planning here.
Do you offer Corporate Trust & Custody Services?
Yes, please find additional information on Corporate Trust & Custody Services here.
Do you offer Institutional Asset Management?
Yes, please find additional information on Institutional Asset Management here.
Investment, Securities and Insurance Products:
NOT
FDIC INSUREDNOT BANK
GUARANTEEDMAY
LOSE VALUENOT INSURED BY ANY
FEDERAL AGENCYNOT A
DEPOSITAssociated 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)