Message from Nest Egg at OceanFirst Bank

April 14, 2020

Dear OceanFirst Customer,

In these unprecedented times, we have heard from many of our customers that they are concerned about their long-term financial goals. We understand and appreciate how you may be feeling, so I want to make sure you are aware of the many helpful financial tools available for you to use today. In 2018, we introduced Nest Egg at OceanFirst as a service to offer digital-based investment advice to all of our customers. This platform provides each one of our customers with access to a team of advisors who have decades of experience in a variety of economic conditions.

The COVID-19 virus has made everything more challenging, including accessing traditional investment advisors. Nest Egg at OceanFirst has a team of advisors that you can connect with by video, chat or phone from the comfort and safety of your home. You may have investments that you have questions about and do not have access to financial advice during this time. You may be observing the market volatility and wonder how to best position your portfolio in this environment.

In an effort to help you better understand our current economic conditions as well as your personal financial goals, the advisors at Nest Egg are able to provide:
 

• Complimentary investment analysis,
• Review of your long-term goals and objectives, or
• An opportunity to ask them questions about the markets, even if your investment is not with Nest Egg at OceanFirst.

Sincerely,
 
Joseph J. Lebel III
Executive Vice President and Chief Operating Officer
OceanFirst Bank
 

Investment Advisory Services are offered through Nest Investments LLC (“Nest Egg”), a Registered Investment Advisor. A copy of Form ADV is available on the SEC’s website at www.adviserinfo.sec.gov. Investing in the stock market involves gains and losses and may not be suitable for all investors. Investors have the opportunity for losses as well as profits.

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