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Union Investment Management Group
 
   
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.

 

 
   
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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.
©2011 Union Bank & Trust Company. All Rights Reserved. MEMBER FDIC.