Investment experts and resources to support you in managing your bank’s portfolio with confidence.

The United Bankers’ Bank Investments team provides community bankers with expert consultation along with access to an array of valuable investment products and services that will assist you in managing your bank’s investment portfolio.

Regardless of where you are on the investment spectrum, from market-savvy investment officer to time-strapped bank president, we offer portfolio management services to fit your needs.

Turn to Trading & Sales for bond investment and money desk services, Securities Management for portfolio management, custody and online services, and to Asset Liability Management for sophisticated risk analysis.

Investment Services Provided by United Bankers’ Bank:


Benefits of Working with the UBB Investment Team:

  • Total balance sheet approach to investment portfolio management
  • Intuitive, precise and timely reporting
  • Trusted and experienced investment team that takes the time to understand and anticipate the needs of your community bank
  • Integrated tools to help you manage your investment portfolio more efficiently

If you’re interested in working with a team that understands your bank’s balance sheet and who will design an investment strategy that assists you in maximizing your earnings while minimizing your risk, look to the UBB Investment experts.

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.
Meet the Investments Team