Asset Management

How much time do you spend monitoring your investments? Do you have difficulty understanding how to invest or are unsure where you should invest your money? Raymond James advisors at Union can help answer these questions, and monitor your portfolio so that it stays on top of market changes by managing your assets. Our professionals will place your investments in the most appropriate mix of assets on your behalf, and track those investments through the market’s ups and downs.

Why Asset Management might be right for you:

  • Our professionals will work with you step by step to help identify your goals and establish a plan to get you were you want to be.
  • Our financial advisors will constantly monitor your portfolio and rapidly make changes in order to adapt quickly to ever changing market conditions.
  • Our financial advisors are dedicated to helping you achieve your goals.

Part of an Asset Management strategy is Asset Allocation. Raymond James’s financial advisors at Union will analyze the most suitable mix of asset classes based on your goals and risk adversity to help hedge your portfolio against drastic changes in market conditions.

Getting Started

Raymond James financial advisors at Union can work with you to help determine your needs and manage your investments, so you can spend more time enjoying life and less time worrying about it.

If you are ready for a financial advisor focused on achieving the results you want contact us today, or give us a call Toll-Free at (888) 263-3545.

Union Investment Services, Inc., a subsidiary of Union Bankshares Corporation, was established for our professionals to make various investment products and financial planning available to bank customers and residents of the communities we serve.

Securities are offered exclusively through Raymond James Financial Services, Inc., Member FINRA / SIPC. View the Raymond James privacy notice.

Union Investment Services, Inc. and Union Bankshares Corporation are independent of Raymond James Financial Services, Inc.

Not insured by FDIC or any other government agency. Not bank guaranteed. Subject to risk, may lose value, including the possible loss of principal.
Not a deposit. Not a condition to any banking service or activity.  

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

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Union First Market Bank
P.O. Box 940
Ruther Glen, VA 22546