Investing With UMB
How to invest 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.
Investors who would like to work with a financial professional to develop a diversified portfolio based on their goals and risk tolerance, which can include ongoing account monitoring and rebalancing services with UMB Managed Account Solutions.
UMB approaches investments as it approaches financial solutions—one size does not fit all. We know you need an investment partner who can guide you, whether it's simply by providing you with the tools to make your own choices, or offering investment strategies through an investment advisor. Below are some examples of investment strategies to get the conversation started.