"The securities management services like custody, pledging, portfolio accounting, etc., are better at UBB than with other correspondents. That's why we switched. You're dealing with a smaller group of people, so you get to know who they are and the response is faster. The longevity of the staff is good. And so the level of service is better at UBB than we've been able to find elsewhere."
- Steve Lindholm
Chairman, Granite Falls Bank,
Granite Falls, Minnesota
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UBB Securities designed the Investment Portfolio System to integrate seamlessly with all of our investment tools and services including Custody Service for custody and ALMEdge for asset liability management.
Add that to an Investment Portfolio staff experienced in not only accounting systems but in how to help you understand and use all the information we provide. Then we aggressively price the Investment Portfolio Service because pricing shouldn't be a barrier to your business.