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| 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. |
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| 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. |
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