 Find Location/ATM  Contact  Careers  Security  About PERSONAL› BUSINESS› COMMERCIAL› WEALTH› Sign In INSTITUTIONAL ASSET MANAGEMENT Determine the investment strategy that’s best for your institution. Associated Bank has a long, successful track record of managing assets for institutions. Investment solutions are tailored to meet the specific needs and objectives of endowments, foundations, public funds, corporations, educational institutions and qualified plans. Hallmarks of our approach include:  Professional, objective investment management  Disciplined and repeatable investment process  Consistency and tenure of investment professionals  Overarching emphasis on risk management Boards of directors and finance committees often have difficulty establishing policies and formulating a framework for investing. We assist these groups with their fiduciary duty by presenting educational programs and leading discussion sessions. Our goal is to help our clients identify the appropriate risk/reward profile for their organization, and to develop a strategy to pursue their specific objectives. Key steps in this process include:  Corporate governance and stewardship  Asset allocation analysis and recommendation  Investment Policy Statement consultation  Investment performance measurement We welcome the opportunity to learn about your organization and how we may assist with your institutional portfolio. Please call Institutional Client Advisor John Duffy at 608-259-3654 to schedule an appointment. Call 608-259-3654 Monday–Friday, 9 a.m.–5 p.m. Investment management, fiduciary, administrative and planning services are provided by Associated Trust Company, N.A. (“ATC”). Investment management services are also provided to ATC by Kellogg Asset Management, LLC® (“KAM”), a SEC-registered investment adviser. ATC is a wholly owned subsidiary and affiliate of Associated Bank, N.A. (“AB”). AB is a wholly-owned subsidiary of Associated Banc-Corp (“AB-C”). KAM is a wholly owned subsidiary and affiliate of ATC. AB-C and its affiliates do not provide tax, legal or accounting advice. Please consult with your tax, legal or accounting advisors regarding your individual situation. Your money works here® ASSOCIATED BANK ROUTING NUMBER 075900575‍ CONNECT WITH US  GET IN TOUCH 24/7/365 800-236-8866 Customer Care Mobile AppsAbout UsInvestor RelationsNewsroomCareersForms and DisclosuresMember FDIC: Important FDIC DisclosuresSecurity Center Deposit and loan products are offered by Associated Bank, N.A. Loan products are subject to credit approval and involve interest and other costs. Please ask about details on fees and terms and conditions of these products. Property insurance and flood insurance, if applicable, will be required on collateral. Non-deposit investment products, insurance, and securities are NOT deposits or obligations of, insured or guaranteed by Associated Bank, N.A. 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. Associated Banc-Corp and its affiliates do not give tax or legal advice. Consult with your tax and/or legal advisor for information specific to your situation. Associated Bank has hundreds of locations throughout Illinois, Minnesota and Wisconsin. Find a location near you. Have a question? Contact our award-winning, Midwest-based Customer Care seven days a week, 24 hours a day, 365 days a year at 800-236-8866. Commercial Banking clients can call our dedicated customer care line at 800-728-3501. All trademarks, service marks and trade names referenced in this material are the property of their respective owners. Privacy Terms of Use Sitemap © Associated Banc-Corp. All Rights Reserved. Associated Bank, N.A.