Institutional Fixed Income
We believe that institutional integrity must guide everything we do.
A trusted part of your team. We are leaders.
We take the time to understand your business so that we can provide tailored recommendations. We become a trusted part of your team and maintain the highest standards in hands-on customer service.
Our sophisticated structure, capabilities and purchasing power are supported by the longevity and strength of UMB since 1928. Offering integrated investment solutions, UMB’s Institutional Fixed Income Group partners with institutions nationwide to help achieve their investment objectives. Focused on the relationship, we help you understand your risk profile so you can manage your balance sheet with confidence.
Relationship management and innovation that stays true to the values and legacy of UMB.
We support your business by working with you to understand your specific goals and priorities. Our Institutional Fixed Income group combines macroeconomic theory and proprietary financial modeling to invest your organization’s cash while adhering to your liquidity needs. We work with each client to develop customized solutions that adhere to both applicable state laws and your specific investment policy.
Comprehensive, quality services tailored to meet your organizations’ specific needs.
- Investment Banking Services
- Asset Liability Management
- Bond Accounting and Analytics
- Customized Board Reporting
- Fed Funds Purchases & Sales
- Funding Options
- Investment Policy Review
- Portfolio Consulting
- Safekeeping Services
- Correspondent Banking Services
Fixed Income Investments
- Agency Securities
- Institutional Money Markets
- Mortgage-Backed Securities
- Municipal Securities
- Repurchase Agreements
- Treasury Securities
Contact Us to learn more.
Products offered through Investment Banking are:
NOT FDIC INSURED - MAY LOSE VALUE - NOT BANK GUARANTEED