UMB Fund Services

  • Financial & Investment Services
  • Accountants
235 W. Galena Street
Milwaukee, WI 53212
(888) 844-3350

About Us

UMB Fund Services provides a broad array of services for mutual funds and alternative investments – as well as turnkey solutions for launching a mutual fund, a collective fund, a registered read more
  • About

    UMB Fund Services provides a broad array of services for mutual funds and alternative investments – as well as turnkey solutions for launching a mutual fund, a collective fund, a registered alternative fund, or an exchange-listed fund. The company services a broad client base of more than 200 firms representing approximately $186 billion in assets under administration (12/31/15). Services include fund accounting, administration, tax, investor services, transfer agency, custody and distribution. Clients benefit from outstanding, award-winning service, leading-edge technology, and the stability of a highly capitalized parent that’s been around for 100+ years. Learn more at umbfs.com.

    What is it like to work at UMB Fund Services?

    Great people are at the heart of great service! You’ll find yourself surrounded by talented, team-oriented associates dedicated to excellence in all they do. We are committed to associate development and promotion from within. Our excellent benefits package includes generous paid time off and education assistance programs.

    Our fast-paced, results-oriented environment is distinguished by:
    - Teamwork
    - Growth
    - Financial strength
    - Ethical business practices
    - A tradition of community service

  • Highlights

    • At UMB Fund Services, we are committed to delivering the unparalleled customer experience.
    • Our associates live up to that vision by bringing pride, passion and a green-light attitude to their work every day.
    • We are proud of our associates and thank them for making UMB Fund Services a top workplace...seven years in a row!
    • In 2015, UMB Fund Services was again named one of Milwaukee's Healthiest Employers by the Milwaukee Business Journal.