Investment Management

Associated Trust Company has been in the investment business for nearly a century, building a history of exceptional, consistent long-term investment returns that rank among the top money managers in the country. We’ve helped our shareholders build wealth in all types of markets and changing economic climates.

Today, we hold more than $11.6 billion in assets, including managed assets of $5.7 billion, and we continue to expand our products and services to meet the growing needs of our clients. Managing money is at the heart of all we do. The knowledge and expertise that we’ve acquired through our years of experience provides a strong foundation for our dedication to providing personalized service and financial solutions for investors.

Associated Trust Company is an investment management firm for all seasons. Our style-consistent approach is focused on building diversified investment portfolios that we believe will produce attractive long-term investment results. Our investment managers bring flexibility, discipline and expertise to the investment process. We work as hard at protecting our shareholders in down markets as we do at seeking solid returns during up markets.

We offer a broad range of investment management services to suit your individual needs: stock portfolios; cash management services; foreign equity funds; fixed income securities. Whatever your needs may be, Associated Trust is committed to helping achieve your financial goals and objectives.

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The trust and investment services described are provided by Associated Trust Company, NA. Investment management services are provided to Associated Trust Company by Associated Investment Management, LLC. All are affiliates of Associated Banc-Corp.

Investment products are not FDIC insured, may lose value, and have no bank guarantee.