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


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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Ultimus Client Summit 2016 Proves a Success

Ultimus Client Summit 2016 Proves a Success, Connecting Professionals on Many Levels …Read More >



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2017 Industry Conferences

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Ultimus Client Summit 2018

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