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Institutional Asset Management

Your needs are unique.
So are our Institutional Asset Management solutions.

We believe in solutions, services and performance delivered with integrity and a personal touch. By taking the time to understand your business’s priorities and goals, we maintain and deliver the highest standard in customer service. Our team of experts works on your behalf to provide the recommendations and seamless execution you need and deserve.

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Contact Institutional Asset Management

Public Finance*

As a nationally ranked bank qualified and growing general market underwriter, UMB partners with local municipalities and other public issuers to help finance public projects in a responsible, thoughtful and effective way.
  • Community hospitals
  • Public & private universities
  • School districts
  • Fire protection districts
Pod 2

Institutional Investment Management

Active in investment management since 1928, UMB’s experienced investment staff can direct your navigation through the ever-changing securities and economic market.
  • Foundations and Endowments
  • Discretionary Portfolio Management
  • Institutional Custody
Pod 3

Institutional Fixed Income*

Our Institutional Banking Division works with you to tailor the resources necessary to meet your portfolio needs. Backed by industry experience delivered with integrity and innovation, UMB is the valued partner you need.
  • Correspondent Banking
  • Asset Liability Management
  • Safekeeping Services
  • Portfolio Consulting
Pod 3

Corporate Trust and Escrow Services

Time tested, reliable and independent. With more than 60 years experience as a dependable provider of corporate trust services and as one of the largest corporate trustees and paying agents, UMB is uniquely structured to meet the needs of the Midwest, Rocky Mountain, and national municipal and corporate marketplaces.
  • Municipal & Corporate Trustee Services
  • Paying Agent Services
  • Institutional & Escrow Services
  • Qualified Settlement Funds
  • Special Accounts/Default/Workout Services
  • 1031 Exchange Services
Understanding your needs. Focusing on your goals.
Designing unique solutions for your institution.

*Products offered through Investment Banking are: NOT FDIC INSURED / NO BANK GUARANTEE / MAY LOSE VALUE