UnionBanc Investment Services

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Sound investments begin with sound advice. Choose wisely and partner with a UnionBanc Investment Services® Financial Advisor.

Helping you prepare

The right investment strategy can be the difference between having a goal and achieving it. Whether you’re preparing for retirement or other life goals, trust our Financial Advisors to design a strategy to help you get there.
Did you know
of Americans have less than $10,000 saved for retirement.
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Plan for retirement

Whether you’re just beginning to save, approaching retirement, or somewhere in between, our Financial Advisors will create an investment strategy you can feel confident about.

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Save for college

The earlier you start saving for college, the more prepared you’ll be when it’s time to pay tuition. See how contributing to a tax-advantaged investment plan can make a significant difference.

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Protect what matters most

A sound financial plan includes preparing for the unexpected. Protect what you’ve worked so hard to achieve with an insurance strategy uniquely tailored to your specific needs.

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Explore your investment options

UnionBanc Investment Services has access to a wide variety of investment options—from mutual funds and exchange-traded funds (ETFs) to fixed-income products and annuities—and the guidance to help you choose what’s right for you.

Popular accounts

Managed            Accounts

With a Managed Account, you’ll receive ongoing advice from your Financial Advisor who will implement your investment strategy based on your goals and objectives. You pay a single fee based on the amount of assets managed.

Brokerage              Accounts

With a Brokerage Account, you can invest in a variety of investment types, such as mutual funds, fixed securities, exchange-traded funds, and annuities. You typically pay a commission based on each transaction.

Individual Retirement Accounts (IRAs)

One of the more popular ways to save for retirement is through an Individual Retirement Account that offers a number of tax benefits. Choose from several options to find the right one for you.

Meet with a Financial Advisor

The key to meeting your financial goals is having the right partner. Let us introduce you to your UnionBanc Investment Services Financial Advisor.

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Please refer to our Terms & Disclosures


Brokerage and investment advisory services offered by UnionBanc Investment Services LLC, an SEC-registered broker-dealer, investment adviser, member FINRA / SIPC, and subsidiary of MUFG Union Bank, N.A. Insurance services offered by UnionBanc Insurance Services, a division of MUFG Union Bank, N.A., having a California domicile and principal place of business at 1201 Camino Del Mar, Suite 208, Del Mar, CA 92014. California State Insurance License No. 0817733. Non-deposit investment and insurance products: • Are NOT deposits or other obligations of, or guaranteed by, the Bank or any Bank affiliate • Are NOT insured by the FDIC or by any other federal government agency • Are subject to investment risks, including possible loss of the principal amount invested • Insurance and annuities are products of the insurance carriers.

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By clicking on the link below, you will leave the Union Bank website and enter a privately owned website created, operated, and maintained by another unaffiliated business. By linking to the website of this private business, Union Bank is not endorsing its products, services, or privacy or security policies. If you accept third-party goods or services advertised at our website, the third party may be able to identify that you have a relationship with us (for example, if the offer was made only through our site).

The information that this private business collects and maintains as a result of your visit to its Web site, and the manner in which it does so, may differ from the information that Union Bank collects and maintains. (Refer to the Privacy & Security section for privacy protections Union Bank provides to its Web site visitors). If you provide the business with information, its use of that inforation will be subject to that business's privacy policy. We recommend you review their information collection policy, or terms and conditions to fully understand what that business collects. We are not responsible for the information collection practices of the other Web sites that you visit and urge you to review their privacy policies before you provide them with any personally identifiable information.

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