2. Our History
Deeply rooted in the financial services industry since 1980
Second generation, privately owned
Serving as trusted advisors with a vision of delivering
best-in-class service to entrepreneurial business owners
Proven commitment to entrepreneurs and small businesses
Supporting clients through technology
Focused on, and committed to, owner-occupied commercial
real estate

3. Serving Diverse Industries
Manufacturing
Wholesale Distribution
Professional Services
Machining/Job Shop
Construction
Printing

4. Supporting Clients in Five Counties
From One Central Location
Washington Ozaukee
Jefferson County County County
Ozaukee County
Milwaukee County
Washington County
Waukesha County
Jefferson Waukesha Milwaukee
County County County

5. The Common Bond – An Entrepreneurial Spirit
Our Clients Are:
Entrepreneurial businesses
Business owners
Business executives
Advisors to privately-owned businesses
Organizations with revenues of $1MM - $50MM and credit
requirements of up to $5MM
Our clients face unique challenges and need strategic, customized advice.

6. Understanding the Needs of Entrepreneurs
Our team of experienced banking professionals acts and
thinks like owners. InvestorsBank can better relate to ­
privately-held businesses because we are one.
We know entrepreneurs don’t work “banker’s hours.” We
maintain 24/7 accessibility when it comes to meeting
clients’ expectations.
Our team of trusted ­ dvisors will find the right financial
a ­
solution. When advice from outside InvestorsBank
is needed, we turn to a team of vetted, experienced
p
­ roviders and stay involved to ensure the best possible
advice.

7. Client-Centered Service
Your InvestorsBank Strategy
Relationship Management • Differentiated Service
Customized Solutions • Advisory • Targeted Clients
advisor will:
Act as a relationship manager
across all products and services
Process Products/Services
CLIENT
CRM
Create continuity, consistency, Support Functions Loans
Deposits
Credit Process
­accountability, and responsibility
­ Technology as Enabler Investments
Treasury Management
to you, our client
Leverage a team approach,
People
drawing upon the full resources
of InvestorsBank and supporting
your outside advisors
Advisors • Financial • Consultants • Bankers

8. Products & Services
Online Banking &
Informational Support Commercial
Depository Services
CLIENT
Commercial Credit Private Banking
Working Capital Lines of Credit Depository Services
New & Used Equipment Financing Residential Mortgage
Business Acquisition HELOC
Owner-occupied Commercial Real Estate Wealth Management
Treasury Management
Merchant Service • Electronic Payment/ACH • Cash Application/Sweep

9. Meeting Your Banking Needs
Give
advice
Help with
Business
administration
Value
Help manage balance sheet Proposition
Help manage cash flow
Help with basics, save time & money

10. Our Commitment
“ We are inspired
by a ­ onfidence in
c
e
­ ntrepreneurs and the
e
­ ndurance to stand by
them in good
”
times and bad.
George Schonath, Founder - InvestorsBank