Investment Services

With a complete investment “toolbox” at their disposal, United Bank & Trust’s investment professionals can create a custom-designed solution for you.


  • Fee and Brokerage Services

    To grow your portfolio, you need the very best investment opportunities. Choose what works best for you: 

    • Mutual funds
    • Annuities
    • Individual securities
    • Strategic asset management
    • No monthly service charge


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  • Portfolio Design and Management

    Your financial profile is uniquely your own. With United Bank & Trust you get personal service and diligent expertise as we manage your diversified portfolio using:

    • Stocks
    • Bonds
    • Mutual funds
    • Exchange-traded funds


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  • Asset Allocation and Wealth Advisory

    It’s about reducing risk. It’s about being wise. United Bank & Trust has the experience and know-how to help you:

    • Understand your risk tolerance
    • Allocate and invest wisely
    • Maximize returns


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  • Institutional Asset Management

    United Bank & Trust professionals can design an investment solution for your business or institution including:

    • Endowments
    • Foundations
    • Pension Plans


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  • 403b Asset Management

    United Bank & Trust has a proven track-record working with the local universities your 403b plan(s) is associated with. We make sure your assets are:

    • Invested wisely
    • Reviewed by independent investment advisors
    • Tailored to your individual goals


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Investment Features & Optional Services:

  • Experienced professionals
  • Custom solutions
  • Advice on stocks, bonds and mutual funds
  • TIAA-CREF assistance
  • Solutions for institutions
  • Managed portfolios

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