Trust & Investments
The wealth management division of Peapack-Gladstone Bank is one of the largest New Jersey-based asset managers with assets of more than $2.0 billion currently under administration. With its headquarters in Bedminster and additional offices in Morristown and Summit, New Jersey, and NOW at the bank's new subsidiary PGB Trust & Investments of Delaware in Greenville, Delaware, Peapack-Gladstone Bank Trust & Investments is known for its integrity, client service and broad range of fiduciary and tax services.
The State of Delaware is a premier trust jurisdiction that offers many advantages for individuals, families and businesses. Delaware trusts offer a wide range of benefits, provide confidentiality and security, and the investment flexibility and cost savings needed to help maximize investment potential. READ MORE
Our wealth management division specializes in:
Accurate, Timely and Comprehensive Reporting - For all of the accounts described above hard copy statements can be provided on a monthly or quarterly basis. Transaction statements provide detailed listings of all receipts, disbursements and changes in account assets. Securities are priced daily and market valuation and income projections are available with each statement cycle.
Online access to your account is now available real time through our new reporting system StrataWeb. Effective May 1, 2010 clients using PAL (Portfolio Account Link) through our website will begin using StrataWeb to view account activity. The new platform is an online, real time site which provides clients with constant updates to account activity and pricing. Users will also now receive email notifications when their monthly statements are available. Click here to log into Strataweb and get started!
Clients with a need to review account history can continue to access Portfolio Account Link (PAL) at this time.
Check out what's new in the world of trust and investments. Read interesting articles about current market conditions, the economic outlook, new tax regulations and much more.
Securities and mutual funds are not FDIC insured, are not obligations of or guaranteed by Peapack-Gladstone Bank, and may involve investment risk, including possible loss of principal. Information provided for educational purposes only. This should not be relied upon as tax and/or investment advice. We encourage you to consult your personal legal, tax or financial advisors for information specific to your situation.