UnionBanc Investment Services

Choose an advisor who can help you through these uncertain times
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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
42%
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.