Branch
Offices - Personal Bankers
800.297.2837 or
402.323.1777
|
|
Retirement Plan Services
888.503.9140 ext.1337 or
402.323.1337 |
Retirement Plan Services
888.503.9140 ext.1337 or
402.323.1337 |
Personal Trust Investment
Center
888.239.5135
ext. 1308 or
402.323.1308
402.323.1544 |
Union Investment Management Group
402.323.1541 or 402.323.1253 |
| For investors who wish to have Federally insured
deposits |
|
For investors wishing to pay on a transactional
basis |
An IRA for those wishing to take the guesswork out of investing
in mutual funds |
A custodial IRA for a customer who wants the
benefits of a brokerage account for one fee |
Customized portfolio management services from a team of investment
professionals for individual investors |
FDIC
coverage
Benefit from tax-free earnings (Roth IRA)
or tax-deductible contributions (traditional IRA)
Choose fixed rate or variable rate CD
Work with a personal banker in any of our
29 branch locations
No fees, service charges or commissions
24-hour online
access
|
|
Self-directed
account
Direct interaction with your investment
representative
Wide variety of investment options
Choice of load and no-load funds available
Benefit from Asset Allocation Analysis
Economical;
less frequent trades
24-hour online
access
|
Self-directed
account
Simplified investment choices featuring
Fidelity Freedom Funds, with these key features:
1-Funds based on your anticipated retirement date
2-Professional Asset Allocation
3-Diversification
4-Automatic rebalancing
Small, select group of additional mutual
funds is available
24-hour online access |
Self-directed
account
Direct interaction with your investment
representative
Relax in a no-pressure environment and
hear suggestions on building your portfolio
Wide variety of investment options
Fee-based rather than commission-based
Economical for frequent trading and rebalancing
24-hour online access |
Direct
access to professional money managers
Benefit from the expertise of Union Bank's
investment professionals, each of whom has attained the Chartered
Financial Analyst (CFA) designation.
Receive independent analysis and advice
Establish a trusting and comfortable relationship
with your money manager
Fee-based rather than commission-based
24-hour online access |
Certificates of Deposit (terms ranging
from 6 months to 5 years; fixed interest rate)
Variable Rate Term
(18 month term; interest rate can change daily)
|
|
Stocks
Bonds (agency, treasury, corporate)
Mutual Funds
|
Fidelity Freedom
Funds
|
Stocks
Bonds (agency, treasury, corporate)
Inst'l Mutual Funds
Exchange Traded Funds (ETFs) |
Stocks
Fixed income investments
Inst'l Mutual Funds
(stocks, bonds, mix)
Proprietary Investment Strategies |
$1,000 min. opening deposit on fixed-rate CDs
No minimum deposit
for the Variable Rate
|
|
No minimums for stock trades
Mutual fund minimums dictated by each mutual
fund company
Bond minimums dictated by issuer |
$1,000 initial investment or $50 automatic monthly deposits
|
$10,000 for IRAs (traditional, Roth, SEP).
Minimum fee will apply for accounts less than $10,000. |
Designed for investors with at least $250,000 of investable assets
|
No
fees or service charges
|
|
$50 annual IRA fee
Mutual fund charges dictated by each fund
company
Stock trades based
on size and shares
$50 fee for balances under $15,000 |
Annual fee
of .90% or .50% by monthly ACH contribution.
Minimum fee may apply
|
Annual fee of 1.1%
Minimum fee may apply
|
Annual fee based on your portfolio
balance:
1.0% annual fee on first
$1 million
.60% on assets
over
$1 million |
