Institutional Asset Management

When you’re with United Bank & Trust, you’re partnering with a team fully invested in each client relationship—a team that understands current needs, anticipates opportunities, and develops innovative customized solutions.

With access to a wide range of investment options, sophisticated modeling tools and some of Wall Street’s most prestigious investment managers, United’s professionals can design an investment solution for your business or institution. Our experience and flexible approach can help you meet your financial goals.

Endowments, Foundations and Pension Plans
As a member of an endowment committee, foundation board or pension committee, you have the duty to oversee the appropriate management of the assets. Our Wealth Management Team will work with you to construct the right approach to protect the assets while providing growth of the fund for years to come. We are always available to meet with your committee or board to discuss current investment issues or to interpret investment results.

We address the unique challenges facing municipalities by cultivating a thorough understanding of municipal guidelines coupled with an in-depth knowledge of financial markets.

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