Investment Management

Investment Management

Investment strategies for your long-term goals.
Planning for the future incorporates so much more than just saving for retirement. We know you have a variety of dreams and goals you wish to achieve. With our financial advisors’ sound planning and guidance, you’ll be able to reach those aspirations quickly. Through an ongoing, collaborative, relationship with your advisor, plus secure anytime-access to your accounts online, you can track your progress toward your goals anytime and receive timely advice when you need it.
See how our investment products and services accomplish your immediate and long-term objectives. No Bank Guarantee. No Financial Institution Guarantee. Not Federally Insured. Not FDIC Insured. May Lose Value.

References to financial institutions are solely to indicate location. Any financial institution referenced is not affiliated with Ameriprise Financial, Inc. The Confident Retirement® approach is not guarantee of future financial results.
Ameriprise Financial Planning Services are optional, offered separately, and priced according to the complexity of your case and your financial advisor’s practice fee schedule. Your fees and financial advisor may be subject to change.
Investing involves risks, including changes in value and possible loss of the entire amount invested. Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with thteir tax advisor or attorney regarding their specific situation. Investment advisory products and services are made available through Ameriprise Financial Services , a registered investment advisor. Ameriprise Financial Services, Inc. Member FINRA and SIPC. © 2018 Amerprise Financial, Inc. All rights reserved.

The investment services offered by Amerprise Financial Services, Inc. under the name UK Heritage Financial Services are in no way affiliated with or offered by UK Heritage Bank. Customers working with our Financial Services will be dealing solely through Ameriprise Financial Services, Inc.
with respect to their investment, brokerage and securities transactions. Ameriprise Financial Services, Inc. does not offer or provide legal or tax advice. Please consult your attorney and/or tax advisor for such services.

The products offered by Ameriprise Financial Services, Inc. are not insured by the FDIC, the NCUA or any other agency of the government, are not deposits or other obligations for the bank or guaranteed by the bank and involve investment risks, including possible loss of principal amount invested. Ameriprise Financial Services, Inc. and UK Heritage Bank are separate entities.