Mutual Funds*

Your Associated Investment Representative* is a knowledgeable partner, ready to answer your questions, provide up-to-date investment information, and help you make well-thought-out decisions. Through strategic alliances with leading mutual fund companies, we narrow your mutual fund choices to those that make sense for your financial situation and goals.

As an Associated client, you enjoy online investment management tools:

  • View or manage your accounts
  • Check balances and transactions
  • Access the latest performance information and fund research

Consider the investment objectives, risks, and charges and expenses of the investment company carefully before investing. The prospectus and, if available, the summary prospectus contain this and other information about the investment company. A prospectus, and if available the summary prospectus, are available from your financial consultant or by calling Associated Investment Services* at 800-595-7722. The prospectus, and if available the summary prospectus, should be read carefully before investing. Remember that no one can predict securities markets; past performance is no guarantee of future results.

Look at potential tax consequences of mutual fund investing.

Learn more about mutual funds.

Apply online for a brokerage account that gives you access to all the investment resources available from Associated. For more information on mutual funds, speak with an Investment Representative at your nearest branch location.

Related Product Information:

Investment Management

Benefit from expert, experienced investment management through Associated Trust Company. Our managers follow a disciplined style and draw on a broad range of resources to move you toward your goals.

*SECURITIES AND ADVISORY SERVICES (OTHER THAN THOSE PROVIDED BY REPRESENTATIVES OF ASSOCIATED FINANCIAL GROUP, LLC) ARE OFFERED BY ASSOCIATED INVESTMENT SERVICES, INC. (“AIS”), member FINRA and SIPC, d/b/a Associated Investment Services Group in Minnesota. • Insurance products are offered by licensed agents of Associated Financial Group, LLC (“AFG”). • Securities and advisory services provided by representatives of AFG are offered through LPL Financial, member FINRA and SIPC. • Investment management services are provided by representatives of AFG through Financial Resource Management Group ("FRMG") d/b/a AFG Financial Services. • Securities and insurance products offered are NOT deposits or obligations of, insured or guaranteed by Associated Banc-Corp (“AB-C”) or any bank or affiliate, are NOT insured by the FDIC or any agency of the United States, and involve INVESTMENT RISK, including POSSIBLE LOSS OF VALUE. • Advisory services may not be available in all locations. • Associated Bank, N.A., AIS, AFG and FRMG are all affiliates of AB-C. • LPL is NOT an affiliate of AB-C.

Non-Deposit Investment Product Disclosures