Investment Management

For over 150 years, our organization has helped clients build wealth in all types of markets and changing economic climates.

You benefit from:

  • Consistent investment style focused on building diversified portfolios that strive to produce attractive long-term results
  • Disciplined, flexible, experienced investment managers
  • Investment choices and services to suit your needs: stock portfolios, cash management services, foreign equity funds, fixed income securities and more

Trust and Investment Management Disclosures

Online Account Access
Your online account access - Associated Portfolio Online (APO) - is a real-time Internet resource for clients, allowing authorized users to view their trust and investment accounts in great detail 24 hours a day, 7 days a week. For assistance with your sign-in, please contact your Private Client Services relationship manager or call Customer Care at 800-431-4649.

View APO User Guide

Go Paperless
Enroll in electronic statements, eliminate the paper and receive your account information in a secure environment anytime, anywhere. Contact your Relationship Manager or email us at today. Statements will be available on the 3rd business day following the end of your statement period.

Non-Deposit Investment Product Disclosures

Choose Associated Private Client Services to help achieve your financial goals and objectives. Call your relationship manager today, or visit the location nearest you.

Online Banking