Skip to Main Content
Nest Egg header

Nest Egg

The Nest Egg experience is designed to be easy. Whether you are saving for retirement or looking to accomplish any other financial goal, Nest Egg is here to help. As a planning based platform, Nest Egg will continuously monitor your portfolio to keep you aligned with your goals and objectives.

Customer Options

Nest Egg Customers

Access Your Account

Did you receive a letter from Nest Egg about verifying your account information? It is an important step in the process so please help us make the transition smooth.

Verify Account Information

 

Not FDIC Insured • No Bank Guarantee • May Lose Value • Not a Bank Deposit

With Nest Egg at OceanFirst, we have eliminated the complexity of investing by offering you a new way to invest. Nest Egg is simple, personal, and convenient. It provides you with the professional guidance you need, when and where you want it. As a planning based platform, Nest Egg will continuously monitor your portfolio to keep you aligned with your goals and objectives.

Nest Egg Number

The Nest Egg approach to investing is based on a Monte Carlo simulation that calculates the probability of reaching your financial goals. Using your answers to a short series of questions, Nest Egg is able to determine your risk-tolerance level and assign you a corresponding Nest Egg number. This number, combined with your investment objective, enables Nest Egg to create a comprehensive investment plan and assist you in achieving your financial goals.

Portfolio Selection

Your Nest Egg number will allow us to assign you a portfolio tailored to your investment objective. For example, a higher number signifies higher risk—but a greater potential for reward.

Ongoing Management

Nest Egg will monitor your account and rebalance quarterly to keep your portfolio aligned with your financial goals. If Nest Egg sees you are falling short of your goals, we will recommend additional contributions.

 

Not FDIC Insured • No Bank Guarantee • May Lose Value • Not a Bank Deposit

Take control of your financial future

Looking to make an investment? Or speak to the Nest Egg Team?

Let us help you

For more information about OceanFirst products and services, please e-mail us your questions, visit your local branch, or give us a call at 1-888-623-2633.