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.
Contact usWhether 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.
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.
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.
Experienced professionals can help you understand the marketplace and effectively position products against the competition.
Registered principals with thorough knowledge of FINRA Rules and regulations including advertising review and registered representative licensing services to help you communicate your message in a compliance manner.
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.
Contact usJanuary 2022
Experts weigh in on structures, strategies, and distribution opportunities for unlisted closed-end funds.
June 2021
Join UMB with FUSE Research Network and the New York Stock Exchange as they break down the current market for exchange traded products and important considerations for new issuers.
UMB Fund Services is a national leader in registered and alternative investment fund services with decades of experience.
Explore more*Statutory underwriter/distributor services provided by UMB Distribution Services, LLC. Additional services provided by UMB Fund Services and selected professional partners.