General Info

UMB Investment Services Group is an investment services provider. The company has more than 50 years of mutual fund experience and has serviced more than $200 billion in assets. Its services include fund administration, accounting, alternative investment, transfer agency and investor, call center and fulfillment, marketing and distribution, Internet, consulting, custody and cash management. UMB Investment Services Group serves nearly 50 mutual fund families including more than 300 fund portfolios. It also provides consulting services to banks and investment advisory firms for feasibility analyses and sales skills training. The company is a subsidiary of UMB Financial Corporation, a financial services holding company headquartered in Kansas City, Mo.