Investment Management
Premium experience and insights delivered with a personal, local touch.
A team built around you
Your relationship manager and team of wealth professionals will work with you to develop customized portfolios based on your targets and risk preferences. This approach balances deep experience with a personal touch, optimizing your individual investment plan and managing potential tax implications.
Our combination of solid fundamental research and selected best-in-class outside managers can help you build and protect your wealth through services like these:
- Custom investment portfolios built with high-quality assets and broad diversification.
- Portfolios managed by experienced local investment teams—always working in your best interest.
- Discretionary asset management services for added convenience.
Our unique way of working with you
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, we can make short-term adjustments to your actively managed portfolio to help generate extra returns or avoid unnecessary risks, keeping you on track to achieving your long-term goals.
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 the most effective portfolio to get you to your goals.
Sophisticated investment planning, local personal care
Highly credentialed investment team.
Direct access to portfolio managers with Chartered Financial Analyst (CFA®) and other top designations who deliver deep research-backed insights.
Locally based investment teams.
Portfolio managers and teams that work with you in person and encompass a wide range of investment and financial knowledge.
Customized strategies & portfolios.
Personalized investing aligned to your goals, with built-in tax optimization and flexible individual security selection based on your unique situation and needs.
Fiduciary services that always work in your best interests.
A relationship rooted in trust, ensuring that you’ll get the services and solutions that put you first.
Connect with an Associated Bank Private Wealth professional.
Frequently Asked Questions
What credentials does your investment team have?
Our investment professionals bring deep experience to every engagement. We provide direct access to CFA®s (Chartered Financial Analyst®) and professionals with other key credentials including CFP® (Certified Financial Planner®) and CIMA (Certified Investment Management Analyst)—an advantage few firms offer. These capabilities allow us to provide sound research that helps us construct robust portfolios, including in key areas such as fixed- income and large-cap equities.
What makes Associated Bank’s private wealth investment managers different?
Whether you’re reevaluating priorities or planning for your family’s future, we customize portfolios around your unique situation and needs, always acting as a fiduciary. You’ll get a locally based, dedicated team of professionals with the credentials to apply rigorous, in-depth thinking across core investment disciplines, providing you with clarity, accountability and real-time insights, day after day.
How do you customize strategies and portfolios for my goals?
By aligning advanced investment research with hands-on local portfolio managers who work with you in person, we deliver strategies designed around your specific objectives. We build investment portfolios based on your unique situation to optimize for taxes and support any of your other needs or preferences. Examples could be adjusting your portfolio based on company stock you own from a previous employer, or selecting investments that meet ESG (Environmental, Societal and Governance) criteria.
Loan products are offered by Associated Bank, N.A., and are subject to credit approval and involve interest and other costs. Please ask about details on fees and terms and conditions of these products. Property insurance and flood insurance, if applicable, will be required on collateral. (1050)
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)