Trust Services

Welcome

We have been providing trust, custody, and other fiduciary services to clients of financial planners and investment professionals for over 30 years.

We are state chartered and regulated by the Federal Deposit Insurance Corporation.

What We Do

The UB Trust Division was established with the specific purpose of providing:

  • Custody services to Taft-Hartley plans
  • Personal trust services to individuals
  • Trustee and custody services to employee benefit plans

Our Approach

Our relationship-driven approach assures you of highly responsive support to you and your clients.

With more than $7 billion in client assets, Union Bank & Trust has the expertise and the financial strength to handle accounts of virtually any size and complexity.

Working With You

UB Trust Division has designed its personal trust and employee benefit trust services to complement the investment advisory services offered by financial planning and investment advisor professionals

We are not in the money management, investment advisory, or financial planning business. This eliminates any potential for conflict of interest and allows our clients to work with their own trusted investment professionals.

Our mission is to offer the highest quality services at the lowest possible cost.

 

About the Trust Division

Learn about how the Trust Division is unique in its services, values for the customer, and knowledgeable staff.


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Personal Trust

Find out about all the Personal Trust options for managing your assets.

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Custody Services

Let us safekeep and protect your investment portfolio with our experienced professionals.

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Employee Benefit Services

We will work with your business to determine the best 401(k) option for you.

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Commitment To You

We provide accurate, secure, and timely custody and trade settlement.

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Service Plus

We provide numerous ancillary and custom services upon request.

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For Your Security

We provide regulatory, audit and complete security of our customer information.

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Contact Our Trust Team

Contact our trust professionals for quality solutions, delivered with high-level customer service.

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©2017 Union Bank & Trust. All Rights Reserved

Products and services offered through the Trust Division of Union Bank & Trust are not insured by FDIC, are not a deposit or other obligation of, or guaranteed by, the depository institution, and are subject to investment risks including possible loss of the principal amount invested.