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With UMB, investment advisors can focus on money management, while our experts handle the behind the scenes functions to support your collective investment trust.
With UMB, investment advisors can focus on money management, while our experts handle the behind the scenes functions to support your collective investment trust.
You will benefit from our team’s technical experience, our state-of-the-art systems and our commitment to outstanding client service.
We handle all the behind-the-scenes functions, from fund accounting, administration and custody** to regulatory compliance and tax reporting, so you can focus on serving your clients.
UMB prioritizes prudent financial management. Our business model is consistent and strong and successfully serves our customers.
Sign up to receive timely insights from UMB on product trends and regulations impacting your asset management business.
UMB Fund Services is a national leader in registered and alternative investment fund services with decades of experience.
Explore moreUMB Institutional Banking combines all our institutionally focused capabilities into one cohesive unit. We provide solutions for the entire institutional marketplace.