Our experienced Trust professionals work with you to develop a comfortable strategy that fits your budget now, and meets your financial needs in later years.
We provide professional money management based on your risk tolerance, time horizon and investment goals. We work together to determine the best investment policy for your account and adhere to that policy when making investment decisions. Every time we meet to review your account, we also review any life changes you may have so we can make the necessary changes to your portfolio as needed.
Investment products are:
Not FDIC Insured – No Bank Guarantee – May Lose Value
Not all investment products are FDIC insured; Non-Deposit Investment Products (NDIPs) are not a deposit or other obligations of, or-guaranteed by, Union Bank & Trust Company; Non-Deposit Investment Products (NDIPs) are subject to investment risk, including possible loss of principal amount invested. e. Investment and insurance products are not deposits, not FDIC insured, not insured by any federal government agency, not guaranteed by the bank and may lose value.
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