Institutional Asset Management
Responsive support for organizations with complex investment needs.
A history of experience and excellence
Our Institutional Asset Management group has a long and successful track record of managing investments for institutions. Our rigorous approach to creating customized portfolios diversified across high quality assets, combined with responsive local service, makes us uniquely qualified to address the goals of institutional investors.
Our team of investment professionals has extensive experience navigating volatile and complex markets. To support our clients, we maintain a staff of over 200 colleagues who serve in relationship management, portfolio management, administrative, analyst and management roles.
Clients that we serve
- Corporations
- Endowments and foundations
- Public funds
- Healthcare providers
- Insurance companies
- Taft-Hartley plans
Our consultative approach to working with your organization
Our Associated Bank Private Wealth team has created something special—a highly personal, holistic approach to wealth management. You remain in control and choose the ways you prefer to engage with your advisor.
Listen + engage
We start by listening to understand your unique risk characteristics and reward assumptions.
Consult
Together, we’ll develop a customized investment policy statement to document a framework for governance and establish portfolio parameters.
Establish strategy
Our team will determine strategic asset allocation ranges and security types to construct a portfolio tailored to your organization's needs.
Manage portfolio
Our expertise let you pursue return objectives in a risk-controlled environment through a disciplined and repeatable investment process.
Evaluate + adjust
Your portfolio will go through a dynamic process of ongoing review and feedback to ensure it is positioned to pursue your objectives.
Specialized focus areas for your institution
Investment Management
A personal financial planner not only helps you save for your goals, but this partnership can give you peace of mind and make you a more confident investor.
Securities custody
Today’s retirement landscape demands a more dynamic approach as longer lifespans, rising costs and market volatility make traditional strategies less reliable.
Escrow services
Following current financial trends can help you better understand what's behind your wealth-building plans. These articles include market news and reports on a variety of indicators and topics.
The benefits our team brings to your business
Customized investment management
We construct portfolios using a well-defined and rigorously applied investment philosophy to meet your long-term objectives.
High asset quality
Our research-driven process focuses on selecting high-quality investments with strong risk/reward characteristics.
Broad diversification
We develop and monitor portfolios for strict adherence to investment policy statements.
Strong and consistent performance
Our team of investment professionals has extensive experience navigating volatile and complex markets.
Connect with an Associated Bank professional.
John B Duffy
Senior Vice President - Institutional Client Advisor
608-259-3654
John.Duffy@AssociatedBank.com
Frequently Asked Questions
What sets Associated Bank apart from other financial firms?
While we’re a leading financial institution based in the Midwest, our reach and experience goes beyond our region. We take pride in providing a personal touch: working side-by-side with our clients, always being accessible and delivering truly dedicated, meaningful asset management that fits your mission.
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 Associated Banc-Corp (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)