Baylake Bank. Helping Build the Good Life. Member FDIC.


 TRUST ACCOUNT*

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Why Choose Baylake Asset Management and Trust Services?

Baylake Bank has been providing Trust Services in Northeastern and Central Wisconsin for nearly 60 years, so you can have peace of mind that a knowledgeable and experienced staff is working for you. Our team possesses a broad range of experience, professional designations, and expertise in investments, tax, legal, and estate planning. Plus, we provide the personal attention you should expect from a community based financial service organization.

Asset Management & Trust: Baylake Bank offers a complete array of services and solutions for each stage of a customers' life. We have an unbiased and disciplined approach to managing assets.

Baylake Asset Management & Trust delivers on its investment philosophy by developing strategies that are comprised of several non-overlapping investable asset classes with a global scope and that exhibit materially different returns. This philosophy is further augmented through manager selection by choosing a single manager for each asset class that is expect to be fully invested and invest principally in securities for which they were selected (i.e. a small cap manager is expected to invest in small cap stocks) thus further limiting overlap and creation of undue risk.

• Endowments/Charitable Trusts: We can administer an endowment or charitable trust for gifting. Both a charity and your heirs can benefit.
• Employee Benefit Plans: Custom built plans (open architecture) 401k, 403B, 457, and deferred compensation.
 


Contact Us for a no-cost, no-obligation financial consultation. 

Green Bay Area: 1-800-580-4440
Door County, Lakeshore Area, and Central Wisconsin: 1-800-267-3610


*Your trust account information shown is through the close of business on the prior business day. If any adjustments are made tomorrow, the information will appear the next business day after that.

New Trust Account online users: You will need a Confirmation Number to initiate online access. If you do not have the Confirmation Number, you must contact the Trust Department to continue. Contact us at (800) 267-3610 to receive your initial confirmation information to begin online access with the New User link.
 

Member FDIC

Baylake Bank | 217 N. 4th Avenue,  Sturgeon Bay, WI 54235
(920) 743-5551 or (800) 267-3610
Copyright © 2014 Baylake Bank.  All rights reserved.

Products and Services

At Baylake Bank, we work with our clients to prepare, implement, and enhance their financial and estate plans, creating personalized and effective solutions, and serving as a trustworthy advisor.

Baylake Bank Asset Management and Trust services include:

arrow Professional Account Administration
• Revocable trusts
• Irrevocable trusts
• Investment agencies

arrow Professional Investment and Asset Management
• Investment advisory services
• Wealth transfer and estate planning
• Endowments and charitable trusts
• Employee benefit plans

arrow Asset Custody, Consolidation, and Record Keeping
• Personal financial management
• Household management and administration
• Other client services / bill paying

arrow Baylake Bank Can Act As:
• Personal representative
• Trustee of your trust
• Agent
• Guardian

Located at:
Baylake Bank. Helping Build the Good Life. Member FDIC.