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 usFund 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.
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.
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 Support and Services
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.
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
Recent Webinar
Distribution Engagement Strategies in a Post Pandemic World
UMB and FUSE address best practices for engaging advisors in a virtual environment.
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.