Collective Trust

Through our collective trust services, investment advisors have access to a lower-cost, high-quality solution for pooling client assets in qualified retirement plans.

Your fund will benefit from the experience and expertise of our high-quality staff, our state-of-the-art systems and our commitment to outstanding client service.

UMB provides fund administration and accounting, omnibus transfer agency, custody and sales support services. Trustee and other services are provided through preferred relationships with experienced providers.

As we handle the “behind-the-scenes” functions, you are able to focus on managing money.