- Personal Banking
- Business Banking
- Union Advantage
- Trust Services*
Let the same professionals that manage more than $2 billion in institutional investments help you plan your personal portfolio.
We are able to manage your personal taxable and tax-exempt portfolios utilizing a variety of fixed income, equity and real estate investments.
We work with you to help you determine your portfolio goals. We then construct a well diversified portfolio based upon your short and long term goals, needs for liquidity, and desire for growth. All this is done using a risk controlled asset allocation strategy for your portfolio.
Typical types of personal portfolios we manage include IRA and IRA rollover accounts, 401(k) and Pension Plan rollovers & distributions, and individual taxable portfolios.
To find out more about this or any our Trust and Investment Services, please call 312-822-3296 .