United Bank Wealth Management Advisors takes pride in serving a number of foundations and endowments. We combine consulting, independent investment management, and continuous oversight and reporting to Investment Committees to effectively and responsibly design and implement an investment strategy which can withstand the test of time.
We have a dedicated team who will guide an Investment Committee through the creation or review of existing Investment Policy Statements (IPS) to eliminate conflicting policies, determine appropriate evaluation criteria, and best fulfill its fiduciary responsibility. Each Committee has unique characteristics and objectives which must be understood in order to provide sound investment management. We will take the time to understand those characteristics and objectives, which ultimately affect your asset allocation strategy.
Independent Investment Management
United Bank Wealth Management Advisors will manage the asset allocation in adherence to the IPS. We have a variety of actively managed portfolios which are based on fundamental analysis of each underlying security. Our investment management team and internal investment committee diligently monitor performance and make consistent, necessary adjustments as economic circumstances change and markets fluctuate. This disciplined approach leads to predictable results for our clients.
Oversight and Reporting
Our service to your organization does not stop with the implementation of an investment portfolio. We continue to monitor the investments and performance of your organization's assets and recommend allocation adjustments and rebalancing when necessary. Furthermore, we will provide ongoing reporting to your organization in a concise presentation detailing the account history, performance, and recommending appropriate solutions that are consistent with your Investment Policy.
If you would like to learn more about Foundation and Endowment Services, please contact a United Bank Wealth Management Advisor.