Investment Profile

To determine the most appropriate investments for you, OceanFirst's Trust professionals consider your:

  • Liquidity needs.
  • Risk tolerance.
  • Tax situation.
  • Market exposure.
  • Investment restrictions.

Only when these issues are properly defined can an OceanFirst Trust Professional begin the process of structuring a portfolio designed to meet your short- and long-term objectives. This portfolio design process involves the following elements personally tailored to your situation:

  • Appropriate Asset Allocation

  • Consistency Across Asset Classes

  • Avoid Market Timing

  • Sector Weighting

  • Informed Investment Decisions

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.