UMB Financial Company

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Operating under the most economical trust structure given a fund company’s size and resources can have a significant impact on an investment adviser’s ability to run a successful mutual fund business.

In this white paper, UMB explores the advantages of converting from a standalone structure to a series trust and the various factors facing many asset managers today that are driving this organizational rethinking.

Rethinking Trust Structure and Enhancing Profitability

Interval Fund Services

Experience and expertise to service your interval and tender-offer funds.

Mutual Fund Services

Comprehensive services to support your mutual fund.

ETF Services

Turnkey platform to launch 
your exchange traded fund.

Asset Raising Support

Asset raising solutions to support  your distribution challenges.

Learn about UMB Fund Services
Download White Paper