Institutional Client Services

Leverage our fully integrated services and advice

Our holistic approach meets your institution's financial needs

Increases efficiency
Addresses specific goals
Supports your board's fiduciary role

Union’s Institutional Services delivers to our community nonprofit and charitable organizations, endowments, foundations and municipalities a customized approach to all financial needs.

Your institution is unique, and your financial partner should be, too. Our mission is to help you build and manage assets necessary to the accomplishment of your mission. We believe you are successful when you can access all the necessary, complementary services that deliver both cost and operational efficiency.

For more than 30 years, Union has been serving as fiduciary investment manager to institutional and nonprofit clients whose accounts range from $1 million to $50 million, and our average client tenure of 12 years speaks to our excellent retention record and stable client base that's growing rapidly. Our strong commitment to the communities that we serve, together with our reputation for service excellence, have contributed to the significant growth we have experienced as we expand into new markets.

We employ a consultative and comprehensive approach that matches strategic advice with the appropriate financial resources to help your organization build capacity, manage resources and deliver on its mission. Some of the benefits include:

  • Additional fiduciary support
  • Increased operational efficiency
  • Reduced costs and staff burden
  • Flexibility to meet spending timetable

Holistic Approach


Institutional Asset Management 
Our clients and their best interests come first. As a fiduciary investment manager, Union is mindful of market risk and public accountability that comes with managing your assets. We incorporate an investment approach that can reduce risk and enhance cash flow. Each portfolio is constructed to align with your investment policy statement, spending cycle and distribution needs as well as current statutory requirements. From covering short-term obligations to investing for future and perpetual needs, we share our best thinking for protecting, enhancing and preserving the value of your assets.

Board Education and Staff Training
From assisting with board orientation to sharing best practices that enhance operational efficiency, Union provides access to significant resources that can support individual board and staff members in their individual and professional roles. We help our clients manage transition and opportunity efficiently and effectively.

Governance and Policy Guidance
We support a sound fiduciary and financial framework that promotes consistency of process and compliance with regulatory requirements. As your fiduciary partner, Union will assist the board in developing the appropriate investment strategy, governance and policy review process.

Supporting Missions of Public Service
Union has a long history of dedication to community involvement. We support a variety of organizations through sponsorships, contributions, and volunteer hours. In addition we provide our clients with the strategic advice necessary to leverage planned giving and other fund raising techniques to build assets, organizational capacity and financial strength.

Credit and Liquidity Management
Nonprofit and municipal institutions want simplified banking and access to advice to help manage cash and short term investment needs. Union provides sophisticated credit solutions and along with strategic investment advice that play a crucial role in creating a sound and efficient financial framework.  

Deposit and Treasury Services

No matter the size of your institution, our complete line of specialized business products and services can improve cash flow and reduce administrative efforts.

A breakdown of our strategic advice and financial services

 

This graphic is very complex and is not easily described. For more information and a better explanation please contact us at 1-855-244-3767. A support representative will be able to assist you.