Investment for Your Lifetime
With Union Savings Bank’s Wealth Management Investment Services, you benefit from the investment ideas of our own tenured team of professionals, as well as all the thinking of the industry’s leading researchers and money managers. Our relationship managers will provide you with a financial analysis and a customized, tax-managed portfolio of equity and/or fixed-income securities based on your goals and objectives, risk tolerance and timelines. The result can help maximize your potential earnings while minimizing your time and efforts.
Our Investment Management Services include:
- Ongoing Financial and Investment Planning
- Investment Management and Supervision of Assets
- Custody and Safekeeping of Assets
- Collection of Income, Stock Dividends, Stock Splits, Rights and Other Receivables
- Remittances of Income as Required
- Portfolio Reviews
Securities and investment products and services are not insured by the FDIC or any other government agency of the United States and are not deposits or obligations of, nor guaranteed or insured by, any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value. Union Savings Bank is independent of Raymond James.
Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Raymond James financial advisors may only transact business in states where they are registered. Follow-up and individualized responses involving either the effecting of or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where the financial advisor is not registered.