Managed Accounts | UMB Fund Advisor
You know where you want to go. UMB Fund Advisor can help.
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.
Build Confidence. Build Wealth.
Wisely managing and choosing investments is key to maintaining and building wealth so you can plan for the future and enjoy the present. Our customized investment advisory service can help you decide which funds are right for your financial goals.
With a unique blend of both active and passive investing strategies, we can provide a more attractive risk-return profile and create equilibrium for a holistic strategy.
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.
Investment products are offered through UMB Financial Services, Inc., Member FINRA‡, SIPC‡. UMB Financial Services is a wholly-owned subsidiary of UMB Financial Corporation and an affiliated company of UMB Bank, n.a. UMB Financial Services is not a bank and is separate from UMB Bank, n.a.
BrokerCheck‡ can help you research the professional backgrounds of brokers and brokerage firms, as well as investment adviser firms and advisers.