Union
Investment Management Group provides portfolio management for endowments,
foundations, pensions, high-net-worth individuals, families and trusts.
Commitment to Superior Service
Our portfolio managers are committed to providing you with
a high level of service and managing your investments in a manner
that is tailored to your goals and objectives.
You will have the ability
to meet face-to-face with the person managing your money and the confidence
of knowing that all of our investment professionals use a consistent
process and philosophy. In addition to being very competitive, our
fee structure is straightforward and not based on commissions, so
as to prevent any potential conflicts.
Qualified and Dedicated Investment
Professionals
Each of the investment professionals in Union Investment Management
Group holds the Chartered Financial Analyst (CFA) designation. The
CFA
designation represents a dedication to excellence and to the highest
level of ethical and professional standards. The value Union Bank
and Trust places on hiring and promoting individuals who have obtained
the CFA
designation demonstrates our dedication to providing clients with
the most qualified professionals to handle their investment management
needs.
Team-based Approach
Each portfolio manager takes an active role in the portfolio
management process for our clients’ accounts. In addition to
managing individual accounts, each of our portfolio managers also
specializes in different areas of the financial markets and reports
to the team on their area of expertise. By utilizing a team approach,
every client benefits from the experience of all of the investment
professionals on the team, while receiving personal service from their
dedicated portfolio manager.
Important
Information About Procedures For Opening A New Account—
To help the government fight the funding of terrorism and money laundering
activities, Federal law requires all financial institutions to obtain,
verify, and record information that identifies each person who opens
an account. What this means for you: When you open an account, we will
ask for your name, address, date of birth, and other information that
will allow us to identify you; we may also ask to see your driver’s
license or other identifying documents.
*Investment services offered through Union Bank & Trust Company’s
Trust Division.
Investment products: Not FDIC Insured - No Bank Guarantee - May Lose
Value.
