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:
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.