Contact an Investment Expert


Phone: (800) 862 - 8633

Ask For:


Sara Beltran, Investor Services Administrator

Sara brings 19 years of experience managing investments to UMDF and currently manages our investment note accounts worth over $70 million. She is the perfect person to walk you through setting up an investment account with UMDF.


Randi Forrest, Investor Services Assistant

Setting up investor accounts for the last two years with UMDF has given Randi the opportunity to develop strong and meaningful relationships with our investors. Randi will help you set up your UMDF investment account with the personal attention you want.