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:
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.
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.
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.