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Asset Management Group
Asset Management Group
Union Bank’s Asset Management Group offers you a complete range of financial planning, investment and estate services—all from the same source you already rely on for your personal and business banking. Regardless of the current value of your savings, portfolio or estate, Union Bank’s experienced advisors are happy to work with you to develop a plan and identify strategies that will help you manage your money and assets to meet your goals.
Our wide range of expertise includes:
- Investment Management from advisory to fully managed accounts
- Personal Trusts with the fiduciary services you expect
- Retirement Strategies tailored to your lifestyle
- Estate Services covering both planning and settlement
- Commercial Client Services including escrow, investment management and custodial accounts
Secure your—and your loved ones'—financial future. Contact us today