Fund Distribution and Asset Raising Support

Strategic asset raising support to help you plan and execute a successful distribution strategy.

Whether you are a start-up or established asset manager, UMB Distribution Services offers a full range of asset raising services to help you achieve your goals as you grow.

Contact us

Fund Distribution and Asset Raising

Strategic asset raising support to help you plan and execute a successful distribution strategy.

Whether you are a start-up or established asset manager, UMB Distribution Services offers a full range of asset raising services to help you achieve your goals as you grow.

Contact us today

Customized and innovative support

Exclusive partnerships with preferred providers allow UMB to deliver cost-effective access to expertise and solutions that meet your product development, sales, marketing and platform strategy needs.

Insight into your competitors and markets

Experienced professionals can help you understand the marketplace and effectively position products against the competition.

Experienced compliance oversight

Registered principals with thorough knowledge of FINRA advertising rules and regulations help you communicate your message in a compliant manner.

Your critical partner in growth

From conception, to launch into to active asset raising, we partner with you to best position your firm for growth and determine the distribution services that drive long-term success.

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Our experienced distribution team and distribution toolkit partners can evaluate your strategies against industry best practices to help you effectively grow assets*.

Product
  • Design and pricing
  • Market positioning
  • Product rationalization
Marketing
  • Branding
  • Content strategy and development
  • Marketing and lead generation
  • Public relations
  • Website development
Sales
  • Sales strategy and support
  • National account services
  • Prospect data solutions
Distribution
  • Strategy development
  • Competitive analysis
  • Market share and opportunity analysis
  • Statutory distribution

Key services

  • Effectively position your fund products in the marketplace
  • Communicate how a strategy works and where it fits into an advisor’s portfolio
  • Develop compelling marketing materials and sales presentations
  • Execute an optimized distribution strategy for mass market products
  • Evaluate key relationships needed to grow and retain assets

Product Conversions – An Alternative to Rationalization (May 2020 webinar)

Register to receive access to this exclusive webinar featuring the role of product conversions and the possibility of improved distribution opportunities they create.



Collective Investment Trust (CIT) Update (September 2019 webinar)

Register to receive access to this exclusive webinar highlighting challenges and opportunities in the CIT marketplace including active/passive usage, expense trends and data on the defined contribution market.

Product Conversions: An Alternative to Rationalization Amid Competitive Landscape

Gain a deeper understanding of the strategic considerations around four different fund product conversions. Register to access our full report, created in partnership with FUSE Research Network.


National leader in fund servicing

UMB Fund Services is a national leader in registered and alternative investment fund services with decades of experience.

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*Statutory underwriter/distributor services provided by UMB Distribution Services, LLC. Additional services provided by UMB Fund Services and selected professional partners.


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

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