Connect with us today.

1

We listen, analyze, understand and create a personalized investment strategy tailored to your unique situation, your life and your financial objectives. We believe getting to know you is critical, and we provide direct access to your investment team so you can get the answers you want.

We put you first.

2

Wall Street strengths. Main Street values.

We pride ourselves on having all the capabilities, resources, research and sophistication you need, backed by more than a century of financial strength and stability that rivals national competitors. UMB’s unique history demonstrates our ability to operate with integrity, weather economic shifts and deliver results. We don’t strive to be the biggest investment firm in the market. We strive to be the best—for you.

Or, we can reach out at a time that works best for you:

Monday - Friday 9a.m. - 5p.m. CST Excluding federal holidays.

800.862.6670

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Transparency and access. 

3

Our fee structure is simple and straightforward. No hidden fees, no fine print. And, when you choose UMB, you have access to your team of tenured investment managers, strategists, and research specialists in a range of asset classes, equities, fixed income and alternative investments working for you and your goals. We believe a true partnership is founded on the highest levels of trust, support and integrity.

More than a century of doing what’s right.

5

For more than a century, we have saved, grown, protected and preserved our clients’ money with principled discipline. Accounts advised by UMB Investment Management adhere to the fiduciary standard, because we always put your interest first. We know your goals and priorities evolve over time, and the investment landscape can change in an instant. That’s why we’ve built a comprehensive and collaborative process to select investments that make the most sense for your personal financial objectives, all with a focus on the quality, service and integrity that UMB was founded on.

Five reasons to choose UMB Investment Management.

Why choose UMB to grow and protect your wealth?

From dedicated investment firms and franchise operators, to online investing and robo-driven programmatic trades, you have many options to choose from when planning your investment strategy. So why UMB Investment Management?

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Self-directed investing

Do-it-yourself investors seeking an online, self-directed brokerage account to research, select, purchase, monitor and manage their own investments.

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Investing with an advisor

Work with a financial advisor to develop a portfolio based on your goals and risk tolerance, which can include ongoing account monitoring and rebalancing services.

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Custom portfolio advising

A full-service relationship with a dedicated wealth advisor team providing customized investment guidance at the highest level of service and support.

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3 ways to invest with UMB

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Our tenured economic team analyzes market conditions along with historic and current trends, while gathering and vetting real-time global forecasts. We deploy enterprise-wide analysis and selection via committee-driven asset allocation, robust research capabilities and stringent due-diligence processes. Your team reviews your personal situation and portfolio of investments to help ensure the securities you hold remain appropriate for your circumstances, and adhere to our rigorous standards.

Our knowledge.
Your advantage.

 

Copyright 2019 UMB Financial Corporation "UMB" - Reg. U.S. Pat. & Tm. Off. 

Privacy Statement    |    Legal Terms and Conditions

UMB Private Wealth Management is a division within UMB Bank, n.a. UMB Bank, n.a. is a subsidiary of UMB Financial Corporation. UMB Financial Services, Inc. is a wholly owned subsidiary of UMB Financial Corporation and an affiliate of UMB Bank, n.a.

Check the background of UMB Financial Services, Inc. and associated investment professionals on FINRA's BrokerCheck‡.

Securities and Insurance products are:

NOT FDIC INSURED | NO BANK GUARANTEE | NOT A DEPOSIT |
 NOT INSURED BY ANY GOVERNMENT AGENCY | MAY LOSE VALUE

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