Investment Management Services

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. From complete, customized portfolio management to safekeeping of securities and compliant record keeping, our suite of investment products and services combined with our knowledge and experience allow us to custom-tailor a plan designed to help you reach your unique objectives.

Active Management

We believe continual monitoring of your investments is critical to selecting and maintaining a quality portfolio. Backed by our experienced research team, your portfolio manager is dedicated to consistently reviewing your personal situation and portfolio of investments to ensure the securities you hold remain appropriate for your current circumstances and adhere to the standards of quality and integrity we abide by.

UMB Investment Management actively manages your portfolio to seek long-term wealth enhancement and preservation.

Through UMB’s Open Architecture approach, you have access to a variety of experienced investment managers with expertise in specific asset classes. By combining individual equity and bond management with vetted, quality external managers and mutual funds, we aim to deliver superior, risk-adjusted investment portfolios.

Investment Philosophy

UMB actively manages portfolios for individuals and institutions that seek long-term wealth enhancement and/or wealth preservation. Our focus is on quality investments, emphasizing risk management by diversifying through asset allocation and security selection.

Asset Allocation

Asset allocation is one of the most critical determinants of investment performance, so, UMB dedicates tremendous resources to ensuring our asset allocation research and analysis is consistent and current.

Fixed Income Management

UMB approaches fixed income investing with an emphasis on quality. Our disciplined and time-tested investment process has helped us avoid many of the historic credit pitfalls.

Equity Management

UMB employs a proven, disciplined proprietary process in building equity portfolios. Our philosophy is straightforward: we are first and foremost concerned about the fundamental quality of the investment, and as such we endeavor for superior risk-adjusted returns with below-market volatility.

For more information about our investment management services, contact us at 800.545.6101.

Investment management services are provided by UMB Investment Management Services, a department of UMB Bank, n.a.

NOT FDIC INSURED • MAY LOSE VALUE • NO BANK GUARANTEE