To become the
most trusted business partner
to Investment Advisors and Fund Families
by providing a highly valued suite of professional solutions.
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Why Ultimus

"Ultimus is a true business partner. Their service is exceptional. We work with the same individuals; they understand our needs, objectives and constraints and do their best to help us be successful. I often feel I am their only client."

Andrea Bauman Lustig
Director, Stralem & Company
President, Stralem Equity Fund



We hire top quality professionals, and we put them to work for you. At Ultimus, you will have an experienced, talented team working on your behalf. Your team is dedicated to learning the nuances and complexities of your business, helping you meet your goals, the way you define success.

  • Passionate Professionals
  • Smart Solutions
  • Remarkable Results


Ultimus
[uhl-tuh-muhs]
adjective

From Latin meaning ultimate
of the greatest or highest degree. the best or most extreme of its kind. beyond which it is impossible to go.

Mutual Fund Services

Whether you're starting a new fund or have existing funds, we have solutions to help you grow your business

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Middle Office Services

Middle office service solutions for institutional separately managed accounts (SMAs) and private funds

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Specialty Fund Services

Quality service solutions for private, pooled and other registered investment vehicles

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News

Ultimus Fund Solutions to Provide Fund Administration for Canterbury's First Mutual Fund

Ultimus Fund Solutions to Provide Fund Administration for Canterbury‚Äôs First Mutual Fund Firm Launches First Fund Through Capitol Series Trust…Read More >



Events

FA and Private Wealth Inside Alternatives

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ICI Tax and Accounting Conference

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Ultimus Client Summit 2016

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