Mutual Fund Services

With our broad array of offerings, we deliver a one-stop shop for many of our clients. Our highly trained staff will manage your back office with leading-edge technology and a commitment to deliver the unparalleled customer experience.

UMB Fund Services is known throughout the industry for providing just that kind of service. We take special care to understand the needs of our clients and become a trusted, worry-free partner for your business.

Our mutual fund services include:

Beyond Start-Ups

6/5/2017 - Stalled growth? Escalating expenses? Reorganizing into a series trust could provide operational efficiency for some stand-alone mutual funds.

Investment Managers Series Trust

We can help you start a mutual fund in as few as 120 days.

Distribution Toolkit

We're invested in helping you grow assets.

New Product Development

Product development comes with many considerations. Steve Smith provides key considerations for a successful launch and distribution strategy.