Your clients want to send their loved ones to college. You want investment flexibility, an attractive cost structure, and a proven track record. We’ve got you both covered.

Union Bank offers a wide range of 529 options through well-known mutual fund families including PIMCO, T. Rowe Price, DFA, Vanguard, American Century, Northern Funds, William Blair, Ariel, BlackRock, Oppenheimer, Delaware, Calvert, Lazard, Neuberger Berman, MFS, Eagle, Templeton, Harbor, and Lord Abbett to meet your clients’ needs and fulfill their dreams.

Choose from Age-Based, Target, and Individual Fund portfolios offered through the Bright Directions College Savings Program and the CollegeCounts 529 Fund.