Our Institutional Trust Team is here to help you and your clients make the most of your time and money. We’re a pension Taft-Hartley Custody Specialist, a designation that allows you to select and retain your own financial investment advisor. In addition to being union owned, we act as pension and employee benefit custodian for a variety of account types on behalf of unions, corporations and individuals servicing over $8 billion of client assets—both local and national.

Our Personal Trust Team works with legal, tax and financial professionals to serve you and your family. We don’t act as financial planners; but rather, as fiduciaries handling all of your trusts’ needs. Working unswervingly on your behalf with your financial partners and advisors, we can ensure that all of your beneficiary’s assets are safe and secure and your intentions carried out by management of the trust.

Call us, email us or stop in. And in the meantime, click here to learn more about our values and traditions. Stop putting trust in organizations that never get to know you or understand your financial needs. Union Bank & Trust is an independent organization dedicated to your financial best interests. Let’s start by understanding your needs so you can enjoy the security of a relationship that grows with you for a lifetime.

Core Values

We hold all employees and managers accountable for demonstrating the Values with customers and with one another. No one Value is more important than another; rather, they — together — represent who we are at UBT. Our Values are critical to our success — and that of our customers and the communities we serve: People, Passion, Performance, Quality, Innovation, Integrity.