Clients

We have the best clients! They appreciate our business partner approach and the outstanding service levels provided by our dedicated team of professionals. Our clients are our best references. Listen to what they have to say...

Endorsements


  • "If I had known the conversion was going to be as smooth as it was, we would have made the decision to convert much sooner. The distribution services provided by the Ultimus team are outstanding.""I can't speak highly enough about them. They are a great group of people to work with."

    Scott Van Den Berg
    President, Century Management / CM Fund Advisors


  • "Ultimus supplied a superior team approach which allowed us to quickly provide a mutual fund to our customers. A tremendous organization which provided a turn-key product that not only exceeded our expectations but more importantly exceeded those of our clients."

    Mike Kalbfleisch
    VP/ CCO, Apex Capital Management, Inc.


  • "Ultimus is a true business partner – sharing its industry knowledge and experience. 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


  • "The benefit that you get from working with this group of people at Ultimus is that they will go out of their way to give you the best client service possible."

    Cathy Stoner
    CCO, Schwartz Investment Counsel, Inc.


  • "You'll get the best work product from them, as well as, they will treat you like you're their only client."

    Nicole M. Tremblay, Esq.
    President/ CEO/ CCO, New Century Portfolios


  • "They're incredibly responsive and helpful and dedicated. I love it - it's a win/win for us working with them. They are honest, hard working, experts in their field, with an outstanding level of customer service."

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




Client Videos


Ultimus, an Extension of Your Business

Scott Van Den Berg
President, Century Management / CM Fund Advisors

"It allows us to do just what we want to do, that is to manage money, not manage people..."

Principle Benefits of Working with Ultimus

Andrea Bauman Lustig
Director, Stralem & Company

"It gave us access to platforms that we couldn't otherwise be on..." And "... it took over hours, and hours, and hours of work that we were doing in house. They professionalized it, routinized it, standardized it and did it for the same or less cost..."

Why Work with Ultimus?

Nicole M. Tremblay, Esq.
President/ CEO/ CCO, New Century Portfolios

"They deliver first class level of service. They have great workflows in place to make sure what they are delivering, not only to me, but to our shareholders, is 100%."

Strong Group of Talented People at Ultimus

Cathy Stoner
CCO, Schwartz Investment Counsel, Inc.

"What I like best about Ultimus is their people... Where Ultimus stands apart is they go that extra step, that extra mile."

Fund Merger- SEC Accelerates Review to Meet Deadline, with Ultimus' help

Nicole M. Tremblay, Esq.
President/ CEO/ CCO, New Century Portfolios

"I called Ultimus... they really kicked into high gear. Their legal staff helped us in making sure we were following all the rules as well as really providing us with outstanding information..."