Bond Portfolio Management

Portfolio solutions for busy bankers like you.

United Bankers’ Bank is your bank’s ally in the bond business, providing full service bond portfolio management to bankers who are too busy lending, running their banks or developing business within their communities to stay current with bond market changes and conditions.

UTrust, UBB’s Bond Portfolio Management service, will consult with your bank to understand your loan-to-investment preferences and then will develop a bond schedule that fits your specific liquidity needs and investment philosophies. The end results are a greater yield than you might have been able to achieve on your own, and best of all, our experts do all the work.

Valuable Advice You Can Trust

UTrust was developed with the idea of providing community banks with a high level of consultative value, for their hard earned dollar, evident in our pricing matrix. Banks with portfolios under $24 million receive variable, sliding scale pricing, while those with portfolios greater than $24 million can utilize fee caps, to ensure their annual fees are not only predictable, but also among the lowest in the business.

Benefits of UBB’s Bond Portfolio Management Service:

  • Industry experienced portfolio managers working for you
  • Low, predictable monthly fees. No surprises.
  • Develop a sound investment strategy
  • Utilize UBB’s bond purchasing power
  • We do all of the work, allowing you more time to focus on what you do best

Save time and trust your bank’s bond portfolio to an industry experienced portfolio manager. Contact the UTrust expert today! 

Note: All products and services represented on this page are not insured by the FDIC or any other federal government agency, are not deposits of or guaranteed by the Bank or any Bank affiliate, and may lose value.