At UMB Fund Services, we are focused on being a critical partner in the growth of your business. From conception, to launch, into active asset raising, we partner with you in order to best position your firm for growth and determine the distribution services that support your objectives along the way.

Experienced professionals with a comprehensive understanding of the asset management industry can help you:

  • Better understand the marketplace and your competition
  • Effectively position your products in the marketplace
  • Create the content detail needed to communicate how you invest
  • Apply your content to compelling marketing materials and sales presentations
  • Develop and execute an optimized distribution strategy for mass market products and a customized strategy to target to institutional investors
  • Evaluate major platforms and make the most of platform distribution strategy for retail oriented products
  • Use database services and market intelligence to market to the retail and RIA channels

Whether you are a start-up or established asset manager, UMB Fund Services offers a full range of asset raising services to help you achieve your goals as you grow:

  • Product - Design & Pricing, Market Positioning, Product Rationalization
  • Marketing - Branding, Content Strategy & Development, Marketing & Lead Generation, Public Relations, Website Development
  • Sales - Sales Strategy & Support, National Account Services, Prospect Data Solutions
  • Distribution - Strategy Development, Competitive Analysis, Market Share & Opportunity Analysis, Statutory Distribution*

View Recent Webinars

UMB partners with FUSE Research Network to provide clients with webinars on sales, marketing and product trends.

Product Conversions – An Alternative to Rationalizations, May 2020

Asset Manager Webinar: Trends, Predictions & Guidance for 2019, January 2019

Unlisted Closed-End Funds Market Update Amid Building Momentum, June 2019

Collective Investment Trust (CIT) Update, September 2019

*Statutory Underwriter/Distributor services provided by UMB Distribution Services, LLC. Additional services provided by UMB Fund Services and selected professional partners.

Asset TV Masterclass: Liquid Alternatives

Asset TV Masterclass: Liquid Alternatives

Watch highlights from Asset TV's Liquid Alternatives Masterclass where UMB's Rich Talley shares perspective on interval and tender-offer funds.

Assessing the quality of your data provider

Q&A with UMB’s Distribution Toolkit partner, Accupoint Solutions, on what to know before purchasing a database to support your marketing and sales efforts.

Key Forces Changing Fund Marketing

Q&A with UMB’s Distribution Toolkit partner, DeSola Group, on the biggest trends influencing fund marketing and branding.

Asset Growth Challenges

Karen Fay Luedtke explains how UMB is helping clients tackle asset growth challenges through the distribution toolkit.