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Because your needs are dynamic, UMB’s Investment Management Services are both flexible and comprehensive. From complete customized portfolio management to safekeeping of securities and record keeping, our suite of investment products and services allows us to identify and set objectives, tailor a plan that will fit you and then continuously monitor and review your investment performance to evaluate any potential rebalancing needs.Understanding the best way to invest your money is a continuous process.
Our focus is on high-quality investments, emphasizing risk management by diversifying through asset allocation and security selection. UMB Investment Management actively manages your personal portfolio to seek long-term wealth enhancement and wealth preservation.
Through UMB’s Open Architecture you have access to a variety of world-class investment managers with expertise in specific asset classes. This approach combines our proprietary investment products with select, vetted external managers and mutual funds. By combining our internal products with external alternatives, we aim to deliver superior, risk-adjusted investment portfolios.
UMB actively manages portfolios for individuals and institutions that seek long-term wealth enhancement and/or wealth preservation. Our focus is on quality investments, emphasizing risk management by diversifying through asset allocation and security selection.
The allocation of assets is the most critical determinant of investment performance and because of that, UMB dedicates tremendous resources in asset allocation research and analysis.
Fixed Income Management
UMB approaches fixed income investing with an emphasis on quality. Our disciplined and time-tested investment process has helped us avoid many of the historic credit pitfalls.
UMB employs a proven, disciplined proprietary process in building equity portfolios. Our philosophy is straightforward; we are first and foremost concerned about the fundamental quality of the investment, and as such we endeavor for superior, risk-adjusted returns with below-market volatility.
For more information about our investment mangement services, contact us at 800.545.6101.
NOT FDIC INSURED • MAY LOSE VALUE • NO BANK GUARANTEE
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