Investing
For a Brighter Future
Get a blueprint for what’s next with OceanFirst trust and investment services
intended to provide financial peace of mind.
Our Services
Your Investment Options
Build a financial strategy that addresses your needs and evolves with you.
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Trust & Asset Management
Plan for tomorrow with OceanFirst trust services that help you manage generational wealth, care for your assets, set your loved ones up for success, and so much more.
What you need - Experienced team of Trust administration professionals
What we provide - Trust administration or corporate fiduciary/executor services
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Nest Egg Investments
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.
What you need - On demand investment advice from advisor team
What we provide - General investment advisory services e.g., principal protected options with lifetime benefits
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Addison Capital
Helping clients navigate the array of planning goals they face. Our wealth planning begins with a comprehensive understanding of your financial picture, optimizing your balance sheet to achieve your goals while maximizing wealth.What you need - Dedicated private wealth advisor
What we provide - Sophisticated wealth management solutions for business owners, families, & foundations/endowments
Connect with Us
Whatever stage of your financial journey you’re on, we can assist.