You will have the ability to meet face-to-face with the person managing your money and the confidence of knowing that all of our investment professionals use a consistent process and philosophy. In addition to being very competitive, our fee structure is straightforward and not based on commissions, so as to prevent any potential conflicts.

Qualified and Dedicated Investment Professionals

Each of the investment professionals in Union Investment Management Group holds the Chartered Financial Analyst (CFA) designation. The CFA
designation represents a dedication to excellence and to the highest level of ethical and professional standards. The value Union Bank and Trust places on hiring and promoting individuals who have obtained the CFA
designation demonstrates our dedication to providing clients with the most qualified professionals to handle their investment management needs.

Team-based Approach

Each portfolio manager takes an active role in the portfolio management process for our clients’ accounts. In addition to managing individual accounts, each of our portfolio managers also specializes in different areas of the financial markets and reports to the team on their area of expertise. By utilizing a team approach, every client benefits from the experience of all of the investment professionals on the team, while receiving personal service from their dedicated portfolio manager.

For in-depth information, visit the Union Investment Management Group on our Trust website. (the site will open in a new window).

Union Investment Management Group
323-1253 in Lincoln, or toll-free, 888-239-5135
6811 S. 27th Street (27th & Pine Lake Road)
P.O. Box 82535, Lincoln, NE 68501-2535