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United Bank's Wealth Management Group understands that each client has different needs, objectives and tolerance for risk. Therefore, we offer a broad assortment of services geared to individual needs. Many of these services are provided in-house, while any services requiring highly specialized expertise are provided through carefully selected independent specialists. Clients can contact their personal Wealth Management representative on any financial issue and receive professional, thorough and responsive service.

Portfolios are specifically developed for each investor and investment entity, with an emphasis on diversification and long-term investment planning. We employ disciplined asset allocation investment strategies, supported by detailed statistical models to optimize asset allocation. The objective: to create portfolios that consistently deliver the highest possible net returns (after taxes and fees) for any given level of risk.

Your customized portfolio may utilize our core investment offering, designed and managed to minimize costs and reduce taxes. In addition, we assist qualified clients in planning and executing alternative investment strategies that may involve more sophisticated options such as hedge funds and access to top-rated money managers.

For more information, call 1.866.667.9413.



Not FDIC Insured May Lose Value Not Bank Guaranteed