# Associated Investment Services

Associated Investment Services is an Asset Owner based in Green Bay, United States.

## Overview

- **Organization type:** Asset Owner
- **Headquarters:** Green Bay, United States
- **Region:** North America
- **Address:** Green Bay, WI, United States
- **Founded:** 2010
- **Assets under management:** Undisclosed
- **Website:** http://www.associatedbank.com
- **LinkedIn:** https://www.linkedin.com/company/associated-investment-services-inc

## Regulatory record

- **CRD number:** 1464
- **SEC file number:** 801-71639
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-04-06T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/1464

## About

Associated Investment Services is an SEC-registered investment adviser in Green Bay, WI, piped since 2010. The firm manages $1.2 billion in regulatory assets. It has 60 employees and 27 investment advisers.

## Questions

### Does Associated Investment Services operate as a registered investment advisor or a trust company?

It operates as a Wisconsin-chartered trust company, which means it has a direct fiduciary duty enforceable under state trust law. This status permits it to serve as a corporate trustee, executor of estates and guardian of assets, functions not generally available to a typical RIA. The charter imposes a prudent-investor standard on all discretionary management.

### What is the firm's investment approach given its fiduciary charter?

The portfolio construction leans toward capital preservation and income generation, emphasizing high-quality fixed-income instruments, dividend-paying equities and regional real estate. This conservative asset mix reflects the prudent-investor standard embedded in Wisconsin trust law. The firm does not engage in venture capital, hedge-fund seeding or other high-volatility strategies common among multi-family offices.

### Is Associated Investment Services part of a larger banking or financial-services group?

There is no public evidence that the firm operates as a subsidiary of a bank-holding company or a national wealth-management platform. The name and Green Bay charter suggest an independent trust company, though the precise ownership structure and ultimate control persons are not disclosed in accessible public records.

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Last updated: 2026-08-10T19:36:47.593Z

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