Services

At Ultimus we focus on meeting the needs of midsize and smaller investment advisor groups by providing tailored comprehensive services specific to each unique situation. Whether you're starting a new fund, have existing funds, private accounts or separately managed accounts, our customized solutions are crafted to help you grow your business. These solutions draw on our expertise in fund administration, fund accounting, transfer agency, middle office, distribution and compliance support.

We continuously look for ways to improve our services, which means finding ways to work more efficiently for you, investing in best-in-class technology and adding experienced professionals to our team before the need arises. Our goal always remains the same, to provide superior service for our clients.

We invite you to talk with us to learn more about our high-touch services and how we can be your trusted business partner.

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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