Fixed Income Sales and Trading

Your strategic institutional investment partner

UMB Bank, n.a. Capital Markets Division can provide access* to a comprehensive suite of institutional fixed income sales and trading solutions, from market data and robust technology platforms, to insightful modeling.

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Fixed Income Sales and Trading

Your strategic investment partner

UMB Bank, n.a. Capital Markets Division can provide access* to a comprehensive suite of solutions, from market data and robust technology platforms, to fixed income sales and insightful modeling.

Connect with us

Extensive experience

Over the past 10 years, the capital markets group members have managed or co-managed more than 2,300 transactions with our broad array of investment products and institutional fixed income sales and trading services.** Institutions, banks, money managers, insurance companies, mutual funds, hedge funds, public funds, and family offices partner with UMB Bank to meet liquidity and investment objectives.

Single point of contact

Our clients have direct access to a team of fixed income sales and trading professionals ready to answer questions, discuss analysis and help navigate the complex arenas of bond trading* and sales. Our single-point-of-contact model helps ensure you have a dedicated avenue for questions and helps us better understand your business and institutional fixed income sales and trading needs.

Comprehensive solutions and infrastructure

The Capital Markets Division specializes in providing fixed-income distribution, both in the primary and secondary market. Our diverse distribution network includes active and longstanding relationships with Tier I, Tier II, Tier III and Tier IV institutional investors.

Trusted institutional partner since 1928

UMB Bank’s long history allows us to be responsive and flexible, providing strategic institutional fixed income sales and trading solutions to our clients across industries. Connect with a UMB Capital Markets team member today.

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Fixed income sales and trading

We specialize in fixed-income distribution, both in the primary and secondary market. Institutions, banks, money managers, insurance companies, mutual funds, hedge funds, public funds, and family offices partner with UMB to meet liquidity and institutional fixed income sales and trading investment objectives.

Yin and yang of investing

Yin and yang of investing

Suite of proprietary products

In addition to our long history of underwriting municipal debt, products and services that are proprietary to us to include:

  • Gestation Repo
  • Corporate debt, offered through UMB Financial Services, Inc.
  • Fed funds lending
  • CD issuance
  • Asset liability processing

Balance sheet management

As your full-service partner, we work with you to tailor resources that may enhance your competitiveness, understand your risk profile and manage your balance sheet with confidence. Our team combines macroeconomic theory, proprietary financial modeling and your unique risk profile so we can help you navigate regulatory changes, evaluate expansion opportunities, interpret asset/liability reporting and help you manage risk.

Yin and yang of investing

Yin and yang of investing

Risk management

We provide comprehensive risk management strategies, evaluations and modeling—alleviating the need for your institution to manage in-house software or additional staffing expenses.

  • Asset liability management
  • Financial events timeline modeling
  • Analytical tools
  • Interest rate risk analysis and strategy
  • Thorough consultations

Well capitalized markets

UMB Bank maintains strong liquidity, which provides the financial strength and stability needed to partner with you during all phases of market conditions. The Capital Markets Division is a liquidity provider for institutional accounts, with services built specifically to support your business. We consistently trade in the following markets:

  • Municipal
  • Agency
  • Mortgage-backed
  • Corporates, offered through UMB Financial Services, Inc.
  • U.S. Treasury securities
  • ABS
  • Non-agency CMO
Our personal service, paired with our strong underwriting capabilities, market insight and consistent capital backing uniquely positions the Capital Markets Division to serve institutions across the U.S.
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*Additional corporate fixed income trading services are offered through UMB Financial Services, Inc.

**Fixed income trading services offered through UMB Bank, n.a. and UMB Financial Services, Inc.

Securities offered through the UMB Bank, n.a. Capital Markets Division and UMB Financial Services, Inc. are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED

UMB Bank Capital Markets Division is a division of UMB Bank, n.a. UMB Bank, n.a. is an affiliate within UMB Financial Corporation. UMB Financial Services, Inc., Member FINRA, SIPC, is a wholly owned subsidiary of UMB Financial Corporation and an affiliate of UMB Bank, n.a.


Bank deposit products provided by UMB Bank n.a., Member FDIC. Equal Housing Lender

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