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Managed Account Solutions

At UnionBanc Investment Services, our locally based Financial Advisors are dedicated to helping you achieve your unique goals. In today's environment of rapid change, it is essential to create a customized, goal-driven approach to investment planning. That is why we are offering the Managed Account Solutions program.

The Managed Account Solutions###DISCLAIMER:2_0 Managed Account### program offers you a range of investment solutions that leverages the expertise of a select group of asset managers, as well as asset allocation strategies, ongoing manager research, 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 investments from a range of solutions based on your profile and risk tolerance, including:

  • Mutual Fund or Exchange Traded Funds (ETF) Wrap Strategies  — Actively managed investment strategies with objective, unbiased investment processes and ongoing portfolio management and rebalancing.
  • Separately Managed Accounts  — Allows for direct access to global investment managers while enjoying direct ownership of the securities in the portfolio.  This allows for greater flexibility, more control, and potential tax advantages. ###DISCLAIMER:2_0 Tax Advantages###
  • Advisor Directed Unified Managed Account  — Allows your advisor to build a customized portfolio using a variety of asset classes through  separately managed accounts, mutual funds, and ETFs. This program provides open architecture, professional asset management, and comprehensive performance reporting to fit a wide range of investment needs

For more complete information about the Managed Account Solutions program, including objectives, risks, charges and expenses, your Financial Advisor will provide you with the appropriate ADVs and prospectuses, which pertain to the specific program you are interested in. Carefully read these documents prior to investing. UnionBanc Investment Services’ Managed Account Solutions program is provided by National Financial Services, Inc., Envestnet Asset Management, Inc. and other money managers or model portfolio providers.

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 convenient meeting.
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