Investments

With one of the most comprehensive investment banking divisions in the industry, UMB regularly supports more than 800 financial institutions through the following investment services:

  • Asset/Liability Management
  • Bond Trade Analysis Program
  • Federal Funds Sweep Program
  • Investment Accounting System
  • Safekeeping
  • RSA (Risk Sensitivity Analysis)

UMB can provide comprehensive financial services to correspondent customers and generate additional fee income for our client institutions. This includes broker/dealer services*, mutual funds and money markets, government bonds and tax-free municipal and revenue bonds.

Please contact UMB at 816.860.7000 or talk with your personal UMB representative to see how we can help with your daily investment needs.

*Broker/Dealer services provided by UMB Financial Services, Inc., member FINRA, SIPC. UMB Financial Services, Inc. is a subsidiary of UMB Bank, n.a. UMB Bank, n.a. is a wholly-owned subsidiary of UMB Financial Corporation. UMB Financial Services, Inc., is not a bank and is separate from UMB Bank, n.a. and other banks.

Investments in securities, whether through UMB’s Investment Banking Division or UMB Financial Services, Inc. are:

Not FDIC Insured • May Lose Value • No Bank Guarantee