Expertise You Can Believe In
At UBT, your money has people — investment people
You’ll benefit from the experience of all the investment professionals on our team (like Frank) while getting personal service from your dedicated portfolio manager. Investment decisions are made in-house by nine analysts who hold Chartered Financial Analyst® designations and over 150 years of combined investment experience. They research, analyze, recommend, and monitor your accounts.
Define your goals
You’re investing to accomplish future goals — we’ll ask the right questions to help you sharply define them.
Team-based approach
Your portfolio manager takes an active role in your investments. In addition to managing individual accounts, each of our portfolio managers also specializes in different areas of the financial markets and reports to the team on their area of expertise. By utilizing a team approach, you benefit from the experience of all of the investment professionals on our team, while receiving personal service from your dedicated portfolio manager.
Have Questions?
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*The accuracy and completeness is not guaranteed and does not constitute legal or tax advice. Please consult with your own tax advisor.
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CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CERTIFIED FINANCIAL PLANNER™ certification mark in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
