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Investment Management Services

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 custom-tailor a plan that will fit you perfectly. Then we will continuously monitor and review your wealth management needs to deliver the best possible solutions.

Investment Management Process

  1. Identify/Set Objectives
  2. Implementation
  3. Monitor Performance
  4. Evaluate/Rebalance
Understanding Your Investment Needs is a Continuous Process

Our focus is on high-quality investments, emphasizing risk management by diversifying through asset allocation and security selection. UMB Investment Advisors actively manage 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 selected high-end external managers and mutual funds. By combining our internal products with external alternatives, we aim to deliver to you superior, risk-adjusted investment portfolios.

Investment Philosophy
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.

Asset Allocation
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.

Equity Management
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.

UMB Open Architecture
Open Architecture is the key to developing highly customized portfolio solutions. Our disciplined process allows us to select “best of breed” managers.