Investing can be complicated, and the financial environment is unpredictable. You could navigate through this by yourself, but should you? A financial advisor is an excellent partner as you work toward your financial goals.
Your dedicated advisor will work with you to build an investment plan tailored to your specific risk tolerance and financial goals.
Allocation models with UMB Fund Advisor are thoroughly researched and hand-picked using a combination of forecasts and historical analysis.
Portfolios are comprised of securities through select mutual funds and ETFs, and fund mixes are adjusted over time as your needs and the markets evolve.
Your UMB Financial Services, Inc.1 advisor will prepare your consultation agenda to ensure the conversation is efficient and comprehensive. We will review your financial profile from all angles, from risk management and long-term timelines, to financial goals and challenges. Whether you prefer once a year review, quarterly check-ins or as-needed interactions, your advisor will be available to guide you.
This option may be right for you if you:
UMB Fund Advisor combines the rigorous research of our team with a one-on-one advisor experience to help you map out every inch of your future financial plan. Our customized investment advisory service offered through UMB Financial Services, Inc.'s financial advisors can help you decide which funds are right for your financial goals. Your Fund Advisor experience includes access to a wide variety of mutual funds, proprietary research, an active/passive balance and recommendations from your personal advisor — giving you the opportunity and information to make savvy investment decisions.
UMB Fund Advisor may be right for you if you:
You’ve worked hard and know what you want, but aren’t sure the best way to get there. That’s where we come in. Our guided investment experience can help you with the next step of your financial journey.
We take a comprehensive and collaborative approach to your investment journey. With a robust process to select investments backed by data-driven and in-depth research, and insight from your advisor, we can guide you to an investment plan that makes the most sense for your personal financial objectives.
Are your ready to start investing with UMB Financial Services, Inc.?
Do-it-yourself investors seeking an online, self-directed brokerage account to research, select, purchase, monitor and manage their own investments.Learn more
We deliver a full-service experience with a dedicated wealth advisor team providing customized investment guidance based on your goals.Learn more