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Why Choose Baylake
Asset Management and Trust Services? |
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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.
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Inge Alverson Bacon, CPA/CFP®/PFS/CTFA
Senior
Trust Officer
(920) 743-5551 extension 1183
1-800-267-3610 |

Park M. Drescher, JD, CTFA
Chief Fiduciary Officer
(920) 431-3607
1-800-580-4440 |

Heather Weller, CFP®
Trust Officer
(920) 431-3601
1-800-580-4440 |

Jeremy Schwab,
CFP
Senior Wealth Advisor
(920) 431-3607
1-800-580-4440 |

Larry Brunette, MBA
Asset Management
(920) 431-3605
1-800-580-4440 |

Patrick D. O'Connell, MBA, CPA, FLMI
Trust Operations Manager
(920) 430-9800
extension 3649
1-800-580-4440 |
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Contact Us
for a no-cost, no-obligation financial consultation. |
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Green Bay Area
1-800-580-4440 |
Door County and Lakeshore Area
1-800-267-3610 |
Central Wisconsin
1-800-267-3610 |

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Baylake Bank
| 217 N. 4th Avenue, Sturgeon Bay, WI 54235
(920) 743-5551 or (800) 267-3610
Copyright © 1997-2012 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
• Agent
• Guardian Located at:
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