Collective Trust

UMB Fund Services has teamed up with Comerica Bank to offer the Premier Advisor Collective Investment Fund Series.

Through the Premier Advisor Collective Investment Fund Series, investment advisors have access to a low-cost, high-quality solution for pooling client assets in qualified retirement plans.

Comerica Bank serves as trustee, advisor and custodian for this trust, while UMB Fund Services provides fund administration and accounting, omnibus transfer agency and sales support.

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