Open Architecture Investment Management Platform
Our Trust team, in conjunction with our strategic partner Addison Capital Group, meets the investment management needs of financially successful individuals and family wealth investors who need close, personal attention. Our Trust professionals provide disciplined, active oversight to an investment portfolio designed to meet your specific goals and needs. Our experienced team employs a disciplined, active approach to investing, with a focus on asset allocation.
Before investing any of your funds an OceanFirst Trust Professional performs an Investment Profile to ensure that we understand your requirements and develop a plan that meets them.
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-OCEAN33.