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MFWire: Scout Funds
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Scout Investments
928 Grand Blvd.
Kansas City, MO  64106
Google Maps

Main Phone: 877-726-8842
Web Site: http://www.scoutinv.com/

Mutual Fund Brand(s)
Scout Funds

Research Links
Stock Data: SEC Filings | Yahoo! Quote
  • SEC Fund Filings by CIK

  • Background:
    On April 20, 2017, Raymond James made a deal with UMB to purchase Scout Investments and Reams Asset Management. The deal is expected to close by the end of the year. The firms will join RayJay's asset management subsidiary, Carillon Tower Advisors, which already has has three affiliates — Eagle Asset Management, ClariVest Asset Management, and Cougar Global Investments.

    UMB became one of the first banks to offer a line of no-load funds when it entered the mutual fund business in 1982. That year, it launched the UMB Scout Stock Fund, the UMB Scout Bond Fund, the UMB Scout Money Market Fund, and the UMB Scout Tax-free Money Market Fund.

    In 2001, UMB formed Scout Investment Advisors to serve as the fund family's investment advisor.

    In April of 2009, Scout Investment Advisors sealed a deal to buy the investment advisory business of TrendStar Advisors.

    In June 2009, UMB Financial restructured its asset management business, making Scout a subsidiary of the holding company rather than a subsidiary of UMB Bank. The reorganization also resulted in the creation of a new subsidiary, Scout Distributors LLC. Along with those changes, the UMB Scout Mutual fund family was rebranded Scout Funds.

    Scout in August 2009 hired Benjamin Wiesenfeld as chief compliance officer and chief legal counsel, and in November, it promoted promoted chief investment officer Bill Greiner to president. Grenier left Scout in March 2012.

    In August 2010, Scout named Andrew Iseman as CEO.

    In September of that year, the firm unveiled a deal to purchase Reams Asset Management, an institutional fixed income manager. The deal closed in December.

    At the end of 2010, Scout Investment Advisors rebranded to Scout Investments.

    On January 25, 2011, Scout announced it was acquiring two mutual funds from Frontegra Asset Management. Reams, which Scout bought in 2010, is the sub-advisor to those funds. The acquisition became complete on April 25, 2011.

    Based in Kansas City, Missouri, Scout offers both equity and fixed income investments.
    Sponsored Opportunities

    Key People:
    Andy Iseman
    CEO, Scout Investments
    Benjamin Wiesenfeld
    Chief Compliance Officer, Chief Legal Counsel, Scout Investments
    David Mckinney
    President, Reams Asset Management
    Scott Betz
    Chief Operating Officer and Chief Compliance Officer, Palmer Square Capital Management
    Robert Crider
    Managing Director, Reams Asset Management
    Mark Egan
    Managing Director | Lead Portfolio Manager Carillon Reams Bond Funds, Reams Asset Management
    Thomas Fink
    Managing Director | Portfolio Manager Carillon Reams Bond Funds, Reams Asset Management
    Criss Zantiny
    Vice President, Director of Marketing, Scout Investments
    Toby Cromwell
    Director, CIT Funds Product Management, Broadridge Financial Solutions
    Story Archive for Scout Investments
    Published On Story Headline Publication
    5/31/2017 Filings for Fundsters - May 31, 2017 MFWire.com
    5/8/2017 Why Did Carillon Tower Create a CMO Position? MFWire.com
    4/20/2017 UMB Stands By Fund Services While Selling Scout MFWire.com
    4/20/2017 RayJay Buys a $27B Pair of Asset Managers For $172.5MM MFWire.com
    3/24/2017 Vanguard, Nuveen, and Morgan Stanley Win Big in Gotham MFWire.com
    1/27/2017 Filings for Fundsters - January 27, 2017 MFWire.com
    6/16/2016 M* Investment Conference 2016 In Pictures MFWire.com
    11/5/2015 A Fund Shop and a Fund Servicer Say Goodbye to Their Overseer MFWire.com
    6/12/2013 M* Gives Alt Bond Funds a C MFWire.com
    4/2/2013 Barron's Praises 5 EM Funds MFWire.com
    3/6/2013 Five Fundster Bigwigs Talk About Advisors MFWire.com
    3/4/2013 A Midwestern Firm Looks Up Market MFWire.com
    2/28/2013 A $25B Shop Hires a Head of Institutional Distribution MFWire.com
    1/18/2013 A Midwestern Mutual Fund Shop Passes $25B MFWire.com
    12/17/2012 M* Lauds Pimco and TCW, But Not DoubleLine MFWire.com
    11/5/2012 The PM is Retired. Long Live the PM. MFWire.com
    10/19/2012 Stork and Reaper for October 19, 2012 MFWire.com
    10/3/2012 Bloomberg Gives a Shout to Scout MFWire.com
    8/27/2012 Stork and Reaper for August 27, 2012 MFWire.com
    3/30/2012 Scout's CIO Jumps to a Wealth Manager MFWire.com
    11/15/2011 Vanguard Dominates Morningstar's New Ratings MFWire.com
    9/30/2011 Scout Offers a Go-Anywhere Bond Fund MFWire.com
    5/20/2011 Scout Gears Up for a Fund Launch MFWire.com
    4/25/2011 Scout Wraps Up an Acquisition MFWire.com
    4/13/2011 Scout Finds a New Fixed Income Home MFWire.com
    3/2/2011 Scout Taps a Marketing Pro MFWire.com
    1/26/2011 Scout Rebrands MFWire.com
    1/25/2011 Scout Does a Deal MFWire.com
    10/18/2010 Moffett on His Investment Strategy:
    'It May Not Be Sexy, But I Sleep Better at Night'
    10/7/2010 S&P Names Mutual Fund Award Finalists MFWire.com
    8/27/2010 Iseman Taps a Fellow Janus Alum for a Key Post at Scout MFWire.com
    8/11/2010 Ex-Janus Exec Takes the CEO Job at Scout MFWire.com
    2/1/2010 Will More Funds be Paying Rent Overseas Soon? MFWire.com
    8/28/2009 Scout Lures an Ex-Thornburg Exec MFWire.com
    4/1/2009 Scout Spots a Mutual Fund Deal MFWire.com
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