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Managed Account Solutions

At 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.
  • Multi-Manager Accounts:  A single investment portfolio created and managed by a third-party asset manager that utilizes various asset classes and complementary asset managers to create a blend that best fits your investment profile and risk tolerance.
  • 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”).
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. Your assets may be invested in mutual funds, ETFs or other investment vehicles that may also charge fees and other expenses as described in each applicable prospectus or in the related disclosure document. These fees and expenses are a cost to your account in addition to the fees paid under the Managed Account Program. Please carefully review the prospectus for any mutual fund, ETF or other investment vehicle before investing for a description of the applicable investment objectives, risks, and charges and expenses. UnionBanc Investment Services’ Managed Account Solutions program is sponsored by National Financial Services, Inc. and Envestnet Asset Management, Inc..

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.
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