Welcome to Union Bank, Vermont's community bank.

Someone You Can Count On Union Bank's Trust & Asset Management Division can help you manage the intricate financial issues you face everyday. To accomplish this, we seek to understand your personal goals and build a relationship with you based on trust. Your Union Bank trust officer will help you organize and understand your financials, and work with you to build a sound strategy to manage your assets. Our mission is to preserve and ultimately grow the assets entrusted to us. Our history shows that we have consistently achieved this through our investment policy - which can be described as conservative in nature. If you are already a Union Bank Trust Client, and have an electronic account, please LOGIN HERE

Investment Management
All of our clients are unique. That's why from the very first moment we meet with you, we listen. We listen to your needs and your goals. We recognize that listening, and understanding, are the keys to a successful and enduring relationship. Our strategies discourage frequent trading of investment securities in order to "beat the market." The overall investment policy is value-based, with an emphasis on tailoring a portfolio based on your individual needs and lifestyle. We offer:

• Advisory accounts
• Custodial accounts
• Fully managed accounts

Personal Trusts
When it comes to a trust relationship, it just stands to reason that you can expect more of the same from Union Bank: Professionalism and the personal attention you deserve. We provide the professional fiduciary services you expect.

• Charitable Trust
• Estate Planning
• Irrevocable Trust
• Living Trust
• Testamentary Trust

Retirement Strategies
You've worked hard to get where you are. A Union Bank trust officer can help put together a multifaceted plan for retirement based on your wants and goals, to include a number of traditional or non-traditional investment vehicles based on your income, assets and lifestyle.

Estate Planning
We will work with you to create a comprehensive plan to ensure that the greatest possible percentage of assets is passed on to your beneficiaries, rather than the IRS.

Estate Settlement
As executor or administrator of your estate, we will relieve family members from the daunting tasks of satisfying debts, settling taxes and distributing assets following the passing of a loved one. Most of all, we'll afford you the piece of mind knowing that your matters will be dealt with in the most professional of manners.

Charitable Giving
Significant tax advantages can be realized through charitable giving. A Union Bank trust officer can help you support causes that are important to you within the framework of an overall strategic plan.

Business Client Services
Union Bank's Trust & Asset Management Division offers escrow, investment management and custodial services to business clients.

Contact Us
To learn more, we invite you to contact your local trust professional:

Disclosure: Union Bank’s Trust & Asset Management Division may invest client funds in investment vehicles that 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. Union Bank’s Trust & Asset Management has contracted for investment advisory services with Boston Private Value Investors (BPVI). BPVI has offices in Concord, New Hampshire, and Boston, Massachusetts, and is an SEC registered investment advisory firm with a team of eleven investment professionals averaging more than 25 years of experience. BPVI provides Union Bank Trust & Asset Management with advice and council on portfolio construction, asset allocation and security selection. In addition BPVI specializes in large cap value investing for high net worth individuals and institutions. BPVI manages over $800 million in total assets spread across equity and balanced accounts. For more than two decades BPVI has executed a consistent, disciplined investment philosophy in building portfolios around a client’s individual investment objective.