Services / Investment Management & Trust Services
Let our staff of experienced professionals show you how we can provide full-service financial solutions for individuals and families, Union & Taft-Hartley Funds, Corporations, Not-for-Profits, and Foundations & Endowments.
Personal Wealth Management Services Helping individuals and families manage, grow and transfer their accumulated assets.
Institutional Services Partnering with Unions, Taft-Hartley Funds, Corporations, Not-for-Profit agencies and Foundations & Endowments to help meet investment and other fiduciary obligations to their members, employees, donors and beneficiaries.
Services for Union & Taft-Hartley Funds A Union-owned bank serving Unions and Taft-Hartley Funds since 1924.