Our Trust & Asset Management team offers the experience you can rely on. Understanding each client's unique needs is one of our top priorities. At OceanFirst, we are committed to helping our customers achieve their financial goals while protecting their assets and legacy for future generations.
Investment Management Services
Strengthened by a strategic partnership with Addison Capital, the OceanFirst Trust & Asset Management department works closely with every individual to develop and implement the best strategies to ensure a financially-sound future.
Retirement, College Planning, Wealth Building
Stocks, Bonds, Fund, and Brokered CDs
Personal 401Ks, IRAs and Rollovers
Endowment/Foundation Fund Management
Custody Accounts
Get Started
Trust Administration
You can rely on our team of knowledgable, objective experts to ensure that every trust is appropriately and efficiently administered in accordance with Federal and State law.
Get Started
Estate Services
The role of an Executor in settling an estate can be cumbersome and complicated. Family dynamics may dictate the need for an objective and impartial third party. OceanFirst can serve in the capacity as the Executor or Agent for Executor and administer the Last Will and Testament in a accordance with applicable state law.
Speak to our Team
Not FDIC Insured • No Bank Guarantee • May Lose Value • Not a Bank Deposit