Investment Management
UNION Savings BANK offers investment management services for personal, business and non-profit endowment assets. We have a steady and balanced approach and strive to create an investment strategy to meet your long term goals and objectives.
Investment Management Services Overview
- Tailored portfolio management
- Collect income and payments due the account
- Accept the transfer of your 401(k) or other retirement plan distributions
- Provide safekeeping for the assets
- Collect income and payments due the account
- Settle, buy and sell investments
- Meet with you periodically to review performance and objectives
- Provide periodic statements of account activities
- Provide tax information on account activities
- Online portfolio access
Neither UNION Savings BANK nor its employees, practice estate or tax law. Professional counsel is recommended for tax and estate planning.
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.
