PremierBank | Investment Management

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PremierBank Investment Management

Our experienced investment management group takes a disciplined approach to create a customized investment strategy that will help you meet your financial goals. We'll work together, side by side, to understand your risk tolerance. We'll then introduce you to a wide array of investment choices across most asset classes to construct your individualized portfolio.

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The PremierBank Difference

  • Our wealth management professionals have a combined 100 years of experience.
  • We are not commission based, meaning the well-being of you, our client, is at the center of everything we do.
  • You'll have a dedicated person serving you who will be available to answer all your questions, big or small.
  • We are locally owned and managed with nine locations in Fort Atkinson, Janesville, Jefferson, Johnson Creek, Sullivan and Whitewater.

Chart Our Services

Our Services

Our wealth management professionals serve a wide range of client types with a wide range of services. Here is the breakdown of percentage by total assets.

Trust

49%

Endowments, Foundations and Nonprofits

20%

Agencies

19%

IRAs

11%

Other

1%

Here's How It Works

Icon Steps Identify

Identify Needs

We'll get to know you and gain an understanding of your goals and expectations.

Icon Steps Develop A Plan

Develop A Plan

We'll formulate an investment plan to help you meet your goals.

Icon Steps Monitor And Rebalance

Monitor And Rebalance

This includes investing cash, changing investments and realigning your account.

Icon Steps Annual Checkup

Annual Checkup

We'll meet once a year to discuss life changes and make sure your account is working for you.

Young couple working on their wealth management portfolio

Get More From PremierBank

Depending on your goals, an IRA might be an important consideration for your overall wealth management portfolio. Learn more about the ways we can help.

Discover More About IRAs

Contact The PremierBank Wealth Management Team

Give us a call for immediate service. If you fill out the contact form with details about what you're interested in, the right wealth management professional will contact you within one business day.

(920) 563-6616 ext. 3070

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You should always consult with your tax advisor before making any decisions. Not FDIC insured, not insured by any government agency, no bank guarantee, may lose value.

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