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The IPA is honored to have UMB Fund Services as a member. Please take a few minutes to learn about their company and how they can help your business. Welcome UMB Fund Services!


UMB Fund Services

UMB Fund Services is a national leader in registered and alternative investment fund administration, providing a broad array of award-winning services for mutual funds and alternative investments. Our credentialed team helps clients navigate today’s asset-servicing challenges with innovative solutions for servicing your mutual fund, alternative fund, collective fund, registered closed-end fund or exchange-listed fund. UMB Fund Services offers fund accounting, administration, tax, investor services, transfer agency, custody, distribution and more. Learn why our outstanding service, leading-edge technology and the stability of a highly capitalized parent make us the right choice for you, at .

Business Mission

We care about our customers, our associates and our communities. Because we care, we do our best every day to deliver on our promises and meet the ever-evolving needs of the world around us. We continually adapt to find the right balance of sustainable business practices, meeting obligations and using our resources to do good. In a complex world, finding that balance is not always easy, but for more than 100 years we’ve run our business on the founding principle of doing what’s right. Visit to view our corporate citizenship report.

For More Information:
Mike Huisman
Director of Transfer Agency,
UMB Fund Services