Trust and Asset Management
Looking for trust and estate services?
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.
Our Trust and 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.
Strengthened by a strategic partnership with Addison Capital, the OceanFirst Trust and 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
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
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
Not FDIC Insured • No Bank Guarantee • May Lose Value • Not a Bank Deposit
They aren’t just advisors, they are local experts you can trust.
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.