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    UMB assists institutional customers by coordinating and tailoring the services you need through a single, cohesive Institutional Banking unit.

    Our tenured, specialized teams work with you to understand the complexities of how you do business and create tailored solutions that meet your needs. The sophistication, breadth and depth of our capabilities enables us to serve your organization at every level.

    UMB’s key service offerings for the alternative investment industry include:

    Corporate Trust and Escrow Services. UMB is a nationally recognized and ranked provider of bond trustee and agency services. Our professional staff has extensive experience in escrow accounts for subscription, capital raising and non-traded REITs, as well as other trust services such as bond trustee for Reg S issuances. With a dedicated relationship manager as your single point of contact, you can be assured your trust and escrow services will be handled in a timely and efficient manner.

    Institutional Custody Services. UMB is one of the nation’s leading custodians. We serve as a trusted partner, safeguarding and servicing both domestic and global assets. As our client, you will benefit from the depth of our technology investments, our high-touch service model and our quick response times.

    Fund Services. UMB is a national leader in fund administration services for both registered and alternative investments. We offer innovative solutions for servicing your mutual fund, alternative fund, collective fund, registered closed-end fund, exchange-traded fund and more. Our broad array of award-winning fund services includes accounting, administration, tax, investor services, transfer agency, custody, distribution and more. Clients benefit from our stability and our great client service, provided domestically.

    Find out more at:
    UMB.com/CorporateTrust
    UMB.com/InstitutionalCustody
    UMB.com/FundServices

    928 Grand Blvd
    Kansas City, MO 64106

    Tim Cook
    SVP, Corporate Trust National Sales Manager
    405.239.5932

    Greg Drose
    EVP, Exec. Dir. Fund Services Business Development
    720.837.8985