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Trust & Asset Management

OceanFirst open architecture approach to portfolio management provides clients with a financial plan that is designed to meet their specific needs, while taking into consideration the best legal and tax structures to achieve those objectives. We take a systematic approach to identify appropriate solutions based on a client's specific goals.

Customer Options

Trust and Asset Management Customers

Access Your Account

 

Customers can view their IRA accounts using online banking or our mobile app as long as they also have a checking or savings account at OceanFirst.

 

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

 

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

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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.

  • Living Trusts

  • Asset Protection Trusts

  • Special Needs Trusts

  • Generation-Skipping Trusts

  • Grantor Retained Trusts

  • Charitable Trusts

  • Custody Accounts

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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.

  • Name OceanFirst to act as your Executor

  • Designate OceanFirst as your Agent when you have been named an Executor

Speak to our Team

 

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

Meet the team.

They aren’t just advisors, they are local experts you can trust.

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.