We started Ultimus to deliver high-level, professional expertise and top-notch service, and to create meaningful partnerships with our investment advisor clients, helping them be more successful. Today, we are just as committed to those goals. Therefore, we invest time and resources in our people, processes, and technologies to make sure our clients stay ahead of the curve.
We continually look for ways to expand our knowledge, depth of expertise, and diversity by bringing on proven industry veterans, as well as recent college graduates. In addition, we invest in training for our people and technology upgrades for our clients. This allows us to deliver new solutions and insights to help our clients meet their challenges and help them grow. As a member of the award winning team at Ultimus, you can contribute to the success of our clients by helping us achieve our mission ‘To Become the most Trusted Business Partner…’
We welcome the opportunity and look forward to discussing employment opportunities with you.
~ Bob Dorsey
CEO, Managing Director
You are not a number at Ultimus. We hire top quality people, who are committed to success.
As part of the Ultimus team, you will be a member of a growing, entrepreneurial firm dedicated to working together toward common goals. Our objective always remains the same, to provide superior service for our clients. Our commitment to providing a high level of service is why Ultimus was ranked the #1 Service Provider in 2015 and 2016 by Global Custodian. Below are several functional areas within the company and some descriptions of services provided by employees in that area.
We strive to continually improve our associates' quality of work which means investing in new technology, offering ongoing training and by providing recognition and motivation to encourage continued success.
Our community commitment runs deep. It is our honor and privilege to support and actively participate in local community events throughout the year. Each year we also have the opportunity to donate our time to promote education and training in the industry at the following events: Lasallian Scholars Institute, Cincinnati Investment Symposium, and Greater Cincinnati Mutual Fund Association.
The Ultimus Difference - hear first hand why our employees love working for our company.