Investments

Investing for the future, saving for college, leave a legacy.

These are priorities we know are on the minds of our clients. We offer solutions and individual attention to help you achieve your priorities.

Investment Management

Our Portfolio Managers strive to deliver returns that consistently exceed your expectations.

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Brokerage, Insurance & Advisory Services

Our Financial Advisors provide full-service financial solutions, including 401(k) rollovers, IRAs, stocks, bonds, mutual funds, annuities, and life and long-term care insurance.

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Insurance Services

Our insurance professionals select "best of class" alternatives including life, disability and long term care.

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Charitable Advisory Services

Let us be your single point of contact for all your non-profit organizations financial needs.

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Ultrimal Investment Bank, N.A. and its representatives do not provide legal or tax advice. Consult your personal legal/tax advisor before making these decisions.

Securities and advisory services are offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. Insurance products are offered through LPL Financial or its licensed affiliates. The Investment Center at Ultrimal Investment Bank is a division of Ultrimal Investment Bank, N.A. which is not a registered broker/dealer.  LPL Financial is separately controlled and owned from The Investment Center at Ultrimal Investment Bank and Ultrimal Investment Bank.

This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. investment representatives. The Investment Center at Ultrimal Investment Bank Financial Advisors and Consultants may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.