Managed Account SolutionsAt UnionBanc Investment Services, our locally based Financial Advisors are dedicated to helping you work toward achieving your unique goals. In today's environment of rapid change, it is essential to create a customized, goal-driven approach to investment management. That is why we offer the Managed Account Solutions program.
The Managed Account Solutions###DISCLAIMER:2_0 Managed Account### program offers a diverse range of investment solutions that leverages the expertise of various institutional asset managers, as well as asset allocation strategies, ongoing manager research, comprehensive performance reporting, and portfolio monitoring.
In addition, managed accounts can help you diversify your holdings and potentially reduce risk by investing in various asset classes and styles according to your specific risk profile.###DISCLAIMER:2_0 Diversification###
Your Financial Advisor will help you select an investment strategy from a range of solutions based on your profile and risk tolerance, including:
- Fund Strategist Portfolios: A risk-managed, diversified asset allocation strategy utilizing mutual funds and/or exchange-traded funds offering an objective, unbiased investment process, and ongoing portfolio management and rebalancing.
- Separately Managed Accounts: A portfolio of individually owned securities managed by a third-party asset manager that can be tailored to fit your investing preferences. Clients may invest in specific asset classes or choose specific investment styles employed by an asset manager.
- Unified Managed Accounts: Allows your Financial Advisor to build a customized portfolio using a variety of asset classes through separately managed accounts, mutual funds, and exchange-traded funds (“ETF”).
To learn more about the Managed Account Solutions program, please contact your Financial Advisor at UnionBanc Investment Services either by visiting the Investment Center located in your nearest Union Bank branch or by calling Client Services at 1-800-634-1100 to request a meeting.