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Managed IRA

If you do not have the time or expertise to manage your Traditional or Roth IRA, you can designate UMB as your investment advisor by establishing a UMB Managed IRA. When you have a UMB Managed IRA, you will have your own portfolio manager following an investment strategy designed according to your investment style, goals and tolerance for risk.

For more information, please contact UMB’s Investment and Wealth Management group at 800.545.6101.

Investment Products Offered Through UMB Financial Services, Inc. Member FINRA, SIPC
NOT FDIC INSURED • MAY LOSE VALUE • NO BANK GUARANTEE