Investment Management
Select a strategy that fits your financial philosophy
Wealth Newsletters
Investing and financial planning
Benefit from a deeper understanding of market trends, investment options, and economic landscape-shaping events.
Learn MoreExpert guidance aligns with your short- and long-term goals
Investors come with all sorts of approaches, from conservative to ultra-aggressive. Investment options fall along similar lines. Whether you're considering stocks, bonds or strategic portfolios, Unity Plus Bank investment professionals will work hard to tailor a strategy that suits your comfort level and long-range goals.
Explore Solutions
Mutual Fund Strategies
Diversification is the key
Choose from strategic portfolios, managed by our investment professionals, that leverage mutual funds to achieve clearly defined outcomes.
Equity Strategies
Customized portfolios help clients achieve their goals
Whatever your investment approach, we can help you shape your strategy and reach your objectives while factoring your risk assessment and tax considerations.
Fixed-Income Strategies
Enhance cash flow with high-quality investments
By focusing on Short-Term and Intermediate bonds, we construct client portfolios with an emphasis on the income stream generated, the bonds' changing market value, and the overall credit quality of the portfolio.
Alternative Investments
Invest outside the box
Gain access to alternative investment products to diversity your assets and help you meet your investment goals.
Disclosures
Not FDIC Insured | Not Bank Guaranteed | May Lose Value | Not Guaranteed by Any Government Agency | Not a Bank Deposit
Get Started
