Scout Investments

Investment Advisory Service, Banks, Commercial & Savings Banks

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Map & DirectionsDirections1008 Oak StKansas City, MO 64106 Write a ReviewWrite Review

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Neighborhoods: Financial District, The Downtown Loop, Downtown Kansas City
Categories: Investment Advisory Service, Banks, Commercial & Savings Banks, Financial Planners, Financial Planning Consultants, Insurance, Investment Management, Investments, Mutual Funds, Retirement Planning Services, Stock & Bond Brokers

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Phone: (816) 391-4100

Address: 1008 Oak St, Kansas City, MO 64106

Scout Investments

Taxes

Tax Planning
We deliver entrepreneurial investment strategies, sophisticated tax planning and generational wealth guidance to help you unite, grow and thrive as a family.
Tax Services
The probate process can be intimidating. Approach the process with confidence knowing your heirs will have the best care possible with UMB named executor or personal representative of your estate. Our team of professionals will provide neutral management with comprehensive estate and tax services...
Income Tax

Investment

Investment Management
2 UMB Investment Management selects mutual funds in various asset classes for inclusion in the UMB HSA SaverÂ® Investment Program. UMB Investment Management is a department of UMB Bank, n.a. UMB Bank, n.a. is a wholly owned subsidiary of UMB Financial Corporation.
Mutual Funds
A secured line of credit or term loan can be a smart way to use your eligible securitiesâ€”like stocks, bonds and mutual fundsâ€”as collateral to obtain the funds you need today. Your private banker can help assess the risks and benefits based on your needs. This unique lending vehicle allows you to maintain your investment portfolio while meeting day-to-day cash flow demands or planning for a future expense.
Bonds
Wealth Management
Our passionate, credentialed and experienced family wealth management and planning team is committed to serving your goals and your family.

Accounting

Accounting Services
Payroll Services
Through Paycor, we provide an integrated employee management solution that includes payroll processing, human resource management, customized reporting and tax filing. You can benefit from the most intuitive employee management software on the market â€“ and receive preferential pricing exclusively for UMB clients. Connect today
Bookkeeping Services
As custodian for the assets of individual investors, UMB provides various bookkeeping services, including periodic statements, collection and distribution of income, details of purchases and sales of securities, notification of all transactions and year-end tax information. With a UMB custody account, you can...

Planning

Financial Planning
Learn more about the myths about financial planning, how to begin the process, what you need to start, how to create a coordinated approach and the integration of your plan. What are some of the myths about financial planning? 1... Read Now
Retirement Planning
We can help you throughout your life stages with modules that range from retirement planning to creating a financial foundation for a family.
Asset Management
UMB Family Wealth was founded with the vision of supporting enterprise families and meeting their unique needs. Our affiliate, UMB Bank, n.a., and the Kemper family â€” who have been at UMBâ€™s helm for five generations â€” have served clients for more than a century. We leverage that history and experience to deliver effective asset management strategies.
Living Trusts
A living trust can be a strategic complement to your will that provides additional privacy when it comes time to distribute assets and flexibility to accommodate changes over time. We can discuss the opportunities for a living trust and whether itâ€™s right for you.
Gifting Strategies
UMB has a team of financial professionals who can help you create and implement the gifting strategy that helps you meet your financial and estate planning goals. As part of your legacy vision, gifts to charity may be made during your lifetime or after your death. You may give nearly any type of asset to charitable groups. Common gifts include...
College Funding
Mortgage Refinancing
Asset Protection
A custodian bank can also provide more than provide asset protection. Other custody bank services might include trade settlement, foreign exchange, securities lending or tax reclaim services

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