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- UMB Fund Services
UMB Fund Services
Company Web-site www.umbfs.com
Provider Description
UMB Fund Services is a nationally respected service provider offering a winning combination of investment product expertise, proven technology and superior service. Over the past 60+ years we've built a complete line of services to fit virtually any investment product you choose to offer. Services include fund administration, accounting, transfer agency, call center, distribution, marketing, custody, cash management, alternative investments, and managed accounts.
Country United States
Name Lonnie Macdonald
Job Title EVP, Business Development
Telephone Number 414-299-2111
Fax Not provided
E-mail lon.macdonald@umb.com
Mailing Address 803 West Michigan Street Milwaukee WI 53233 USA
  = Top Rated = Commended
= Best In Class = Unrated = Not Rated
  2011
Overall Ratings Not Rated
Best in Class Awards 31
World Ranking
Form (Unweighed)
Strongest Areas*
Strongest Areas Globally**
UMB Fund Services
UMB Fund Services
UMB Fund Services
Latest News
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UMB Financial Opts For Advantage Fee From Fiserv 25 Aug 2009
Keeley Asset Management Launches Mid Cap Value Fund 24 Aug 2005
Barrington Partners Releases Study Of Best Practices In Market Timing And Fair Value Pricing 24 Aug 2004
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