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 an 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 a 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 1-855-244-3767.

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

Union Investment Services and all affiliated companies are independent of Raymond James Financial Services. Securities are not insured by bank insurance, the FDIC, or any other government agency, are not bank guaranteed, are not deposits or obligations of the bank, are subject to risks, including the possible loss of principal.

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 not 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.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize, or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Union Investment Services
3900 Westerre Pkwy, Suite 201
Henrico, VA 23233