Collective Investment Trust Services
Manage retirement plan assets in a cost-effective collective investment trust.
Collective Investment Trusts (CITs) remain a popular choice with advisers because of the lower marketing and distribution costs and fewer legal, administrative, and regulatory obligations as compared to other vehicles. Whether you’re launching a new strategy as a CIT or converting an existing fund to a CIT, UMB has the infrastructure and skills to support you.
Experience, service and support
Benefit from our team’s technical experience, our state-of-the-art systems and our commitment to outstanding client service and allow us to build a solution customized to your needs.
Unified back-office support
We handle the behind-the-scenes functions, from fund accounting, administration, trustee, transfer agency, and custody* services to regulatory compliance and tax reporting, so you can focus on serving your clients.
Strength and stability
With UMB, you receive the benefits of a large financial institution paired with our nimble, single-point-of-contact service approach.
Connect with our experienced fund administration team today
Key services to support your collective investment trust
Benefits of a collective investment trust
FEATURED INSIGHTS
Registered funds regulatory and tax insights – Spring 2023
The UMB Fund Services registered fund accounting, administration and tax teams consolidated the most impactful regulatory and tax developments in the fund industry from spring 2023.
FEATURED INSIGHTS
Three questions about fund distribution services
Learn how a consultative approach to distribution services can help asset managers move faster and remain compliant.
*Custody services provided by UMB Bank, n.a.