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Wealth Management2026-01-14T21:17:39+00:00

University Investment Services: Your Partner in Financial Clarity and Confidence

Navigate your financial future with confidence, dignity, and purpose. We partner with individuals, families, and business owners to help bring clarity to financial decisions and support a meaningful legacy.

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Areas We Help People With

What Should I Do with my Cash?
401(k) Rollover Service
Income Stability

CD Maturity Options
Retirement Preparation and Transition
Legacy and Care Planning

Each is a decision today – and a foundation for what comes next.

A single choice often influences income, risk, family dynamics, and future options. Addressing it means understanding both the decision and its context.

We welcome those who may be overlooked elsewhere:

Your current active 401(k) is your primary account
You manage your own investments
Your business is your greatest asset
You focus on real estate markets over the stock market.

Why Choose University Investment Services?

No Proprietary Products

We don’t sell in-house investment products

Client-First Advice

Recommendations driven by your needs

Transparent Fees

Clear pricing with no hidden incentives

Disclosure:

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. University Bank and University Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using University Investment Services, and may also be employees of University Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, University Bank or University Investment Services.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Securities and insurance offered through LPL or its affiliates are:

Not Insured by FDIC or Any Other Government Agency	Not Bank Guaranteed	Not Bank Deposits or Obligations	May Lose Value

University Bank provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html

LPL Financial Form CRS