Expertise You Can Believe In
At UBT, your money has people — investment people
You’ll benefit from the experience of all the investment professionals on our team (like Frank) while getting personal service from your dedicated portfolio manager. Investment decisions are made in-house by nine analysts who hold Chartered Financial Analyst® designations and over 150 years of combined investment experience. They research, analyze, recommend, and monitor your accounts.

Team-based approach
Your portfolio manager takes an active role in your investments. 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, you benefit from the experience of all of the investment professionals on our team, while receiving personal service from your dedicated portfolio manager.
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*The accuracy and completeness is not guaranteed and does not constitute legal or tax advice. Please consult with your own tax advisor.
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