Union Bank
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Asset Management

Union Bank’s Asset Management Group adheres to a disciplined investment process. We take our responsibility to our Wealth Management clients seriously and will not chase the latest fads.

Our Asset Management team has the skills, experience and objectivity to help you achieve your financial goals. Also, as fee-based financial advisors, we are focused exclusively on working in your best interest. If you’re looking for an Asset Management team that will serve as a fiduciary (meaning we put your interests ahead of our own), that’s what we’ve been doing at Union Bank since the beginning.

At Union Bank, we’ll work with you to help you articulate your needs, identify your financial objectives, and determine your risk tolerance to help you find the best asset management services for you. These are all essential prerequisites to implementing a successful investment strategy*

Ready to take the first step toward a more empowered financial future? Contact the Asset Management Services team at Union Bank today!


Investment Management

Investment Management options range from custodial, to advisory, to fully managed accounts, helping you find a management style that suits your investments.

Personal Trusts

Personal Trusts can help secure the future of your estate for you and your loved ones.

Retirement Strategies

Retirement Strategies that range from IRAs to investment management help you decide how best to save for retirement and subsequently draw on your accumulated wealth.

Estate Services

Estate Services give you peace of mind knowing that your family will be taken care of tomorrow, thanks to solid financial and estate planning with Union Bank today.

Commercial Client Services

Commercial Client Services include escrow, investment management and custodial services, to help commercial clients manage their money.

Asset Management Team

Our experienced advisors work with you to develop a plan and identify strategies that will help you manage your money and assets to reach your goals.


*Unlike traditional bank deposits, non-deposit investments are not insured by the FDIC; are not deposits or other obligations of Union Bank and are not guaranteed by Union Bank; and, are subject to investment risks, including possible loss of the principal invested.

 

 

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