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Nest Egg investments

A Gift To Your Future Self

Build your wealth today so you can be more secure tomorrow.

Get Started with Nest Egg

Nest Egg services

Jump-Start Your Decisions

Nest Egg, through OceanFirst, offers solutions from top investment firms backed by real advisors through a convenient, web-based platform. Match your portfolio objectives and time frame according to your needs and life changes.

Offerings through Nest Egg include:

  • Managed money portfolios, including Individual, Joint, IRAs, 401(k), 403(b), 457 plans, and TSP Rollovers
  • Retirement planning 
  • Deferred and Immediate Annuities, Life, Long Term Care & Disability Insurance 
  • College planning
  • Mutual funds
  • Individual securities (stocks/bonds)
Schedule a Meeting with a Nest Egg Advisor
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What to expect

A glimpse at Nest Egg

With Nest Egg’s professional guidance, you can make your money work as hard as you do.
Take a look at the core functions of Nest Egg.

Using answers to a series of short questions, Nest Egg determines your risk tolerance and assigns you a corresponding Nest Egg number. This number and your investment objectives allow Nest Egg to build an investment plan aligned with your goals.
Your Nest Egg number lets your advisor curate a portfolio just for you. Along the way, you’ll receive personalized planning advice so you can feel truly confident.
Life can be unpredictable. Your Nest Egg advisor monitors your portfolio continuously to ensure your goals are being met, making recommendations when necessary.

How it works

Investing as Simple as 1, 2, 3

Start with as little as $1,000, and then begin your investment journey
guided by you and your family’s interests.

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    Choose your goal

    Complete your questionnaire to see which portfolio options work with your objectives and risk tolerance.

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    Build your portfolio

    Reach your goals with ongoing account management from Nest Egg.

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    Track your progress

    Reach your goals with ongoing account management from Nest Egg. 

Connect with a Nest Egg advisor today!

Visit your local OceanFirst branch, chat online, or call us at 877.556.6609.