Investment Management

We offer a comprehensive set of investment options and provide you with the personal attention necessary to develop a customized portfolio that simplifies your life and maximizes your potential for the future.

Union Bank has the skill, integrity and diligence to effectively serve your needs, whether your goal is to:

• provide for the security of your family in the event you are unable
• make a lasting impact supporting your charitable priorities, or
• build your assets to pass a legacy on to your heirs

Our team utilizes the proven benefits of diversification and asset allocation strategies to enhance your long-term financial wellbeing without exposing your capital to excessive risk.

We offer:

• Advisory accounts—for investors who wish to maintain a hands-on approach to their investments, but who also want to work with an expert.
• Custodial accounts—include safekeeping of securities and record keeping.
• Fully managed accounts—personalized asset management and investment portfolios tailored to your specific needs by our experienced advisors.