Investment Management
UNION Savings BANK offers investment management services for personal, business, and non-profit endowment assets. Our steady and balanced approach to investing works to achieve your long-term goals and helps to protect your wealth.
Investment Management Services Overview
- Tailored portfolio management
- Collect income and payments due to the account
- Accept the transfer of your 401(k) or other retirement plan distributions
- Provide safekeeping for the assets
- Buy and sell investments
- Meet with you as needed to review performance and objectives
- Provide periodic statements of account activities
- Provide tax information on account activities to your accountant
- Online access to your investment portfolio
Additional Information
Not FDIC insured. NOT guaranteed by the financial institution or any Federal Government agency. May lose value and, fees may reduce earnings. Neither UNION Savings BANK nor its employees, practice estate, or tax law. Professional counsel is recommended for tax and estate planning. The information contained in this site is meant to be for educational and informational purposes only and should not be interpreted as a representation, recommendation, or endorsement of any investment estate plan. Neither UNION Savings BANK nor its employees, practice estate, or tax law. Professional counsel is recommended for tax and estate planning.
