Union Bank

Investment Management

Union Bank has been serving local communities since 1891. More than a century after our founding we remain committed to the support and growth of those areas. Our investment management services 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 future financial potential. Our primary goal is to help you meet your primary objective- to preserve and grow the purchasing power of your assets under management.

Union Bank’s investment advisors have the skill, integrity and diligence to effectively serve your needs, whether you wish to:

Our team utilizes the proven benefits of diversification and asset allocation strategies to enhance your long-term financial growth and well-being without exposing your capital to excessive risk. Our compensation is transparent and directly tied to your success, being based on market value instead of transaction costs. Union Bank’s unbiased approach to investing means that your best interests are always our first priority.*

We offer:

Stay local. Go far.
There are many new and established investment management companies to choose from. How do you know which firm to trust with the future of your most valuable assets? Union Bank’s long history in the community is the reason our Vermont and New Hampshire clients put their trust in us. Choose the investment advisors that are recognized by the people who live in your community.
Contact our team today to discuss your financial hopes and 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.