Professional investment management tailored to your goals
Investment management accounts provide personalized guidance and ongoing portfolio management to help you pursue your financial goals with confidence. As your life, priorities, and market conditions change, your investment strategy can adapt to keep you on track.
This service provides trusted support with paying bills and handling routine financial tasks for someone who needs extra assistance.
Often used to: Help keep bills paid and everyday financial responsibilities on track.
Custodial investment accounts provide professional management and administrative support for assets held on behalf of another person or organization.
Often used to: Manage assets that require ongoing oversight and recordkeeping.
Escrow accounts securely hold funds or documents while a transaction or agreement is being completed. Assets are released only after the agreed-upon conditions have been met.
Often used to: Protect funds or documents during real estate transactions and other contractual agreements.
Not sure which account structure fits your situation or responsibilities?
A conversation can help clarify options and next steps based on your goals.
Non-deposit investment products are not insured by FDIC, not a deposit or other obligation of, or guaranteed by United Bank & Trust., and may be subject to investment risk, including possible loss of the principal amount invested.
Routing Number: 073922843
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