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2017 Winner • Hedge Fund Awards

UMB Fund Services: Best US Alternative Investment Technology (FastPro) & Best Alternative Investment

Best US Alternative Investment Technology (FastPro) & Best Alternative Investment Team

UMB Fund Services

UMB Fund Services provides a broad array of services for mutual funds and alternative investments – as well as turnkey solutions for managers wishing to start a mutual fund, a registered hedge fund or a collective trust fund.

UMB Fund Services is a boutique service provider that differentiates itself from competing firms through its intense focus on service. The company is truly client-focused and strives every day to achieve its vision of providing the unparalleled customer experience.

As a pioneer in the alternative investment servicing industry, UMB Fund Services has built the expertise to provide a one-stop solution to provide clients with the entire range of Chief Financial Officer services for hedge funds, private equity funds, funds of funds, and all types of registered alternative funds.

The company’s full-service lineup for alternative funds includes:

·         Product formation assistance

·         Administration

·         Fund accounting

·         Investor accounting and reporting

·         Tax

·         Custody (through our affiliate, UMB Bank, n.a.)

For clients seeking assistance with starting and servicing a registered hedge fund, UMB Fund Services has teamed up with other industry service providers to offer Registered Fund Solutions, the industry’s first turnkey solution for launching and servicing a registered hedge fund. Registered Fund Solutions brings together a team of best-of-breed professional services firms to provide a full spectrum of services, including back-office, fund registration, legal, audit, CCO support, distribution and more.

Whether a manager needs services for a “traditional” or a registered alternative fund, UMB Fund Services has the experience, expertise and capabilities to meet those needs. The company’s advantages include unparalleled service, leading-edge technology, and the stability of a highly capitalized parent organization that has been around for 100+ years.

With UMB Fund Services, managers no longer have to worry about the administrative work, allowing them to focus on what they do best – money management.

For more information, please contact:

Tony Fischer

anthony.fischer@umb.com

1.267.349.8065

umbfs.com

 

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UMB Fund Services: Best US Alternative Investment Technology (FastPro) & Best Alternative Investment

Best US Alternative Investment Technology (FastPro) & Best Alternative Investment Team

UMB Fund Services

UMB Fund Services provides a broad array of services for mutual funds and alternative investments – as well as turnkey solutions for managers wishing to start a mutual fund, a registered hedge fund or a collective trust fund.

UMB Fund Services is a boutique service provider that differentiates itself from competing firms through its intense focus on service. The company is truly client-focused and strives every day to achieve its vision of providing the unparalleled customer experience.

As a pioneer in the alternative investment servicing industry, UMB Fund Services has built the expertise to provide a one-stop solution to provide clients with the entire range of Chief Financial Officer services for hedge funds, private equity funds, funds of funds, and all types of registered alternative funds.

The company’s full-service lineup for alternative funds includes:

·         Product formation assistance

·         Administration

·         Fund accounting

·         Investor accounting and reporting

·         Tax

·         Custody (through our affiliate, UMB Bank, n.a.)

For clients seeking assistance with starting and servicing a registered hedge fund, UMB Fund Services has teamed up with other industry service providers to offer Registered Fund Solutions, the industry’s first turnkey solution for launching and servicing a registered hedge fund. Registered Fund Solutions brings together a team of best-of-breed professional services firms to provide a full spectrum of services, including back-office, fund registration, legal, audit, CCO support, distribution and more.

Whether a manager needs services for a “traditional” or a registered alternative fund, UMB Fund Services has the experience, expertise and capabilities to meet those needs. The company’s advantages include unparalleled service, leading-edge technology, and the stability of a highly capitalized parent organization that has been around for 100+ years.

With UMB Fund Services, managers no longer have to worry about the administrative work, allowing them to focus on what they do best – money management.

For more information, please contact:

Tony Fischer

anthony.fischer@umb.com

1.267.349.8065

umbfs.com

 

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