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.
for a no-cost,
no-obligation financial consultation.
Green Bay Area:
Door County, Lakeshore Area, and Central Wisconsin:
*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.
| 217 N. 4th Avenue, Sturgeon Bay, WI 54235
(920) 743-5551 or (800) 267-3610
Copyright © 2014 Baylake Bank. All rights reserved.
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:
Professional Account Administration
• Revocable trusts
• Irrevocable trusts
• Investment agencies
Professional Investment and Asset Management
• Investment advisory services
• Wealth transfer and estate planning
• Endowments and charitable trusts
• Employee benefit plans
Asset Custody, Consolidation, and Record Keeping
• Personal financial management
• Household management and administration
• Other client services / bill paying
Baylake Bank Can Act As:
• Personal representative
• Trustee of your trust