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:

Webinar: Rethinking Trust Structure

Webinar: Rethinking Trust Structure

In this webinar recording, presenters discuss converting your stand alone mutual fund into a series trust.

White Paper: Rethinking Trust Structure

Explore the advantages of converting a standalone mutual fund into a series trust and the factors driving this organizational rethinking among asset managers.

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.