Meet the Ultimus Professionals.


By selecting Ultimus, you will enjoy an unequaled level of competency. Ultimus will assign a team of dedicated professionals to service your fund family and shareholders. Our Managing Directors, Mark Seger, John Splain and Bob Dorsey will each play a critical hands-on role in the servicing of your funds.

We believe that you will not find this level of involvement from the senior management team of any other mutual fund service provider. You will have the benefit of knowing that the principals of Ultimus will be monitoring the level of service on a daily basis. This will guarantee that your key relationship managers will remain consistent throughout the life of the relationship.

Ultimus' senior management team includes professionals with a wealth of mutual fund industry experience. Ultimus was successful in recruiting these professionals as a result of the unique opportunities of working in a small firm. All of these professionals were attracted to the culture of Ultimus as compared to the culture of larger organizations and larger mutual fund service providers. Our favorable cultural advantages result in low employee turnover and allow us to continue to hire very experienced professionals.

Next, Bob Dorsey's Bio...




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225 Pictoria Dr, Suite 450 - Cincinnati, OH 45246 - (513) 587-3400