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UMB Fund Services 803 W. Michigan Street Milwaukee, WI 53233 Tel: 888.844.3350 Fax: 414.299.2499 www.umbfs.com Primary Contact Lonnie Macdonald Executive Vice President lon.macdonald@umb.com Company Description UMB Fund Services is a nationally respected service provider offering a winning combination of investment product expertise, proven technology and superior service. For more than 60 years we have partnered with some of the nation’s top investment advisors and financial services companies. We’ve built a complete line of services to fit virtually any investment product you choose to offer. Our flexible services and solutions are designed to surround your needs. Our complete line-up of services includes: • Mutual fund administration and accounting • Investor services and transfer agency • Marketing and distribution • Custody (through UMB Bank, n.a.) • Cash management (through UMB Bank, n.a.) • Collective and multiple-series trusts • Alternative investment services (through JD Clark & Company) • Registered hedge fund services • Managed account services Our cutting-edge combination of product depth and technology solutions delivers a high-touch, responsive customer experience. We treat your business as if it were our own.     Company Library BROCHURES: Capabilities Brochure   View Larger Map Map Not Available Services Offered Fund Administration Request Information Email This Page Print This Page