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    UMB Institutional Banking combines all our institutionally focused capabilities into one cohesive unit. Our tenured and specialized teams understand the complexities of how you do business so we can provide tailored solutions that meet your needs. The sophistication of our service and the breadth and depth of our solution set allows us to serve you and your organization at every level.

    UMB’s Corporate Trust and Escrow Services 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.

    UMB’s Institutional Custody team is one of the nation’s leading custodians. Our clients rely on us to be a trusted partner to safeguard and service domestic and global assets. We provide valuable guidance through the depth of our technology investments, our high-touch client model and quick response times.

    UMB Fund Services is a national leader in registered and alternative investment fund administration, offering innovative solutions for servicing your mutual fund, alternative fund, collective fund, registered closed-end fund or exchange-traded fund. Our broad array of award-winning fund services includes fund accounting, administration, tax, investor services, transfer agency, custody, distribution and more.

    Find out more at:

    928 Grand Blvd
    Kansas City, MO 64106

    Josh Horvath
    VP, Institutional Custody Business Development

    Tim Cook
    SVP, Corporate Trust National Sales Manager

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