Simply Invest Powered by Betterment

Tom Sullivan, CFA, 1st Vice President - Department & Portfolio Manager

June 24, 2013

Growing Your Wealth


Introducing a new and easy way to invest. If your goal is to save more for the future, or potentially improve your current returns, Union Bank & Trust now offers Simply Invest powered by Betterment.

Check out the Simply Invest video to learn more.


Easy to Manage.
You can quickly and easily transfer your refund from your checking account to Simply Invest; it is all done online.

Smart Investing.
With Simply Invest, you’ll enjoy the returns of a diversified portfolio; the smartest way to invest for long term returns.

Simple to Start.
Getting started takes less than 5 minutes. Click here to get started, or click below to play the Simply Invest video.

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Betterment LLC is an SEC Registered Investment Advisor.

Brokerage services offered by Betterment Securities, an SEC registered broker-dealer and member FINRA/SIPC.

Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. Before investing, consider your investment objectives and Betterment’s charges and expenses. Betterment LLC and Betterment Securities are not banks and the investments offered by them are not guaranteed or insured by Union Bank and Trust. Union Bank & Trust is not affiliated with Betterment LLC or Betterment Securities.

Not an offer, solicitation of an offer, or advice to buy or sell securities in jurisdictions where Betterment and Betterment Securities are not registered

Investment products: Not FDIC Insured - No Bank Guarantee - May Lose Value.

This blog article is for informational purposes only, and is not an advertisement for a product or service. The accuracy and completeness is not guaranteed and does not constitute legal or tax advice. Please consult with your own tax, legal, and financial advisors.