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Trust and Investment Accounts
Your Account Information
You may access your investment account via a direct link to Ozaukee Bank's premiere investment provider, North Central Trust Company by clicking here.
Trust Options
A trust can be a valuable tool for managing your financial affairs. During your lifetime, a revocable, living trust (which can be changed at any time) provides an investment management vehicle that adds a long-term planning aspect to your decisions. Upon death, your trust becomes irrevocable (not able to be changed) which will ensure that your wishes are carried out. Please contact the Ozaukee Bank Wealth Management & Trust Services Advisors to learn more about trusts and the other investment services that we offer our clients.
DISCLAIMER
Trust Services are not FDIC insured, are not a deposit or obligation of, and are not guaranteed by the financial institution. The value of investment products may fluctuate; the rate of return is not guaranteed; and loss of principal invested is possible.
