Important Message
Important Message

Investment Management content


Investment Management

We offer professionally managed investment solutions customized to meet your needs.

The investment professionals with Associated Investment Services, Inc. and Associated Trust Company are committed to providing you with investment expertise and resources you can count on. As your trusted advisors, we’ll guide you through a decision-making process designed to help uncover your unique financial goals and objectives.

Once we understand where you are and where you want to be, we’ll work with you to identify the right investment strategies and solutions to preserve or build your financial future. Resources you have access to include:

Advisory, Brokerage and Investment Management Services

Investment portfolio review
Investment advisory services for individuals
Full-service, self-directed, discount and online brokerage solutions
Technology solutions to bring all accounts under one view

Investment strategies designed for your needs

Whether you prefer self-directed or advisory services, you can choose from a range of stocks, bonds, mutual funds, exchange-traded funds and/or options based on your research and your personal investment preferences. We listen to you and help you identify your goals. We can provide a detailed goal-based financial plan reflecting your current investments, investment style, risk tolerance and financial objectives, and then recommend a financial strategy tailored to achieve your short- and long-term goals.

What's next? Connect with an advisor to begin putting your customized investment management solution plan into place.

Call 800-991-7706

Monday–Friday, 8 a.m.–6 p.m.,
Saturday, 8:30 a.m.–12:30 p.m.

Investments, Securities and Insurance Products:

NOT FDIC INSURED NOT BANK GUARANTEED MAY LOSE VALUE NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY NOT A DEPOSIT

Associated Bank is a marketing name 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 Associated Financial Group, LLC (d/b/a Associated BRC Insurance Solutions in California, a.k.a. Associated Benefits and Risk Consulting) (ABRC); deposit and loan products and services are offered through Associated Bank, N.A. (ABNA); Investment management and trust services are offered through Associated Trust Company, N.A. (ATC); Kellogg Asset Management, LLC® (KAM) provides investment management services to AB-C affiliates; and family office services and investment advisory services are offered through Whitnell & Co. AIS, KAM, and Whitnell are investment advisers registered with the SEC.

AIS, ABRC, ABNA, ATC, KAM, and Whitnell are all affiliates and direct or indirect, wholly-owned subsidiaries of AB-C. AB-C and its affiliates do not provide legal advice. Please consult with your tax and legal advisors regarding your individual situation.

The financial consultants at Associated Financial Group are registered representatives with, and securities and advisory services are offered through, LPL Financial (LPL), a registered investment advisor and member FINRA/SIPC. LPL is not affiliated with AB-C or any of AB-C’s subsidiaries.

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