Asset Management

The right asset mix is critical to your long-term success

Our strength revolves around our local team approach, our low-cost strategies, our low turnover within our portfolios, our solid performance, our focus on Dividend Growth Equities, our concern for market risk and our strong fiduciary perspective.

We complement this core portfolio with a combination of small and mid-cap equity funds, along with equity funds from emerging and developed international markets to gain exposure to selected asset classes and markets over time. Take advantage of our asset management expertise to your benefit.

Additionally, we utilize an Alternative Fund of Funds approach to mitigate risk and take advantage of mis-pricing in various market sectors. Collectively, we seek to provide positive alpha, minimize risk, and decrease volatility in our overall portfolios through their inclusion.


 

OUR FLEXIBLE STRATEGIES ARE DESIGNED TO ADAPT TO YOUR CHANGING NEEDS AT DIFFERENT LIFE STAGES

  • Client-focused strategy
  • Team-based approach
  • Comprehensive wealth management
With us, our clients get a team of professionals, and it really is a true team approach. We bring knowledge in investments, trusts, estates, insurance and more – whatever is relevant to what our clients may need.
Jess Ellington, Chief Investment Officer

Disclosures:

Atlantic Union Bank Wealth Management is a division of Atlantic Union Bank that offers asset management, private banking, and trust and estate services. Securities are not insured by the FDIC or any other government agency, are not deposits or obligations of Atlantic Union Bank, are not guaranteed by Atlantic Union Bank or any of its affiliates, and are subject to risks, including the possible loss of principal. Deposit products are provided by Atlantic Union Bank, Member FDIC.