Foundation & Endowment Stewardship

Expertise and experience that your organization can count on.

Consulting

• Our dedicated team can help your Investment Committee create a new Investment Policy Statement (IPS) or review a current statement.
• This effort is designed to eliminate conflicting policies, determine appropriate evaluation criteria, and best fulfill its fiduciary responsibility.
• Each organization's Investment 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 your asset allocation in adherence to the Investment Policy Statement.
• We have a variety of actively managed portfolios chosen after fundamental analysis of underlying security. Our investment management team and internal investment committee diligently monitor portfolio performance and make necessary adjustments as economic circumstances change and markets fluctuate.
• Our disciplined approach leads to predictable results for our clients.

Oversight and Reporting

• Our service to your organization goes far beyond the implementation of an investment portfolio. We continue to monitor the investments and performance of your organization's assets. We recommend allocation adjustments and rebalancing when necessary.
• We provide ongoing reporting to your organization in a concise presentation detailing the account history and performance.
• We also recommend appropriate solutions that are consistent with your Investment Policy.