Ultimus Fund Solutions
We provide highly personal and comprehensive mutual fund services to small-and medium-sized fund groups. We offer mutual fund startup and organization services, fund administration and distribution, fund accounting and pricing, and transfer agency and shareholder services for both open-end and closed-end funds.
And we're unique. As our name indicates, we strive to provide the highest level of mutual fund services by hiring the best and most qualified professionals and utilizing industry leading technology to provide a service level that is impossible to beat. By supporting only a limited number of clients, we deliver highly individual and unsurpassed service. While this may contradict today's business philosophy to "Grow, Grow, Grow", our philosophy is
Your Fund Matters.
To learn more about our extensive mutual fund services, please contact Bob Dorsey at (513) 587-3401 or email us at info@ultimusfundsolutions.com.
Ultimus News
Ultimus welcomes L. Roy Papp & Associates and Glickenhaus & Co (Empire Builder) to the Ultimus family!
Total fund services. Complete fund solutions.