We know your needs are dynamic, and the investment landscape can change in an instant. That's why UMB's comprehensive Investment Management Services are built around an ongoing dialogue with the one who knows your situation best — you.
Our investment philosophy
At UMB Investment Management, we know your goals and priorities evolve over time, and that the investment management landscape can change in an instant. That’s why we’ve built a comprehensive and collaborative process to select investments that make the most sense for your personal financial objectives. Our team actively manages portfolios for individuals and institutions that seek long-term wealth enhancement and/or wealth preservation, with a focus on quality and an emphasis on risk management.
Active management to suit your lifestyle
We believe constant monitoring of your investments is critical to selecting and maintaining a quality portfolio that’s diversified through smart asset allocation and security selection. Your portfolio manager will work closely with our experienced research teams to scrutinize the integrity of each individual position in your portfolio.
Our unique blend of both active and passive investing strategies can provide a more attractive risk-return profile and create equilibrium for a holistic strategy. Your portfolio team will balance your investment process between efficiency and performance, with frequent restructuring as the markets shift to optimize your spread and take advantage of available savings. Read more about our active and passive investment strategy by clicking here.
This dedication to consistently reviewing your personal situation and portfolio of investments helps ensure the securities you hold remain appropriate for your current circumstances and adhere to our rigorous standards of quality and integrity.
Our research is your advantage
Constant, disciplined research is the key to providing tailored options that help your reach your financial goals. We focus our efforts to provide solid investment opportunities and vital insight.
Our research team conducts regular meetings with each platform manager in addition to reviewing quarterly commentary to ensure your funds and your manager consistently execute strategies that meet your specific objectives as well as our quality standards.
For more information about our investment management services, contact us at 800.545.6101.
Asset allocation is one of the most critical determinants of investment performance, which is why UMB dedicates tremendous resources to ensuring our asset allocation research and analysis is consistent and current.