Boutique Service & Institutional Strength.
Invested in our Clients’ Success.
Comprehensive & specialized services for private and institutional funds
Learn MoreHighly customizable investing structures for institutional investors
Learn MoreExperienced program management and services for public plans
Learn MoreSolutions for launching, servicing & converting registered funds
Learn MoreBoutique Service & Institutional Strength.
Invested in our Clients’ Success.
Solutions for launching, servicing & converting registered funds
Learn MoreComprehensive & specialized services for private and institutional funds
Learn MoreHighly customizable investing structures for institutional investors
Learn MoreExperienced program management and services for public plans
Learn MoreBoutique Service & Institutional Strength.
Invested in our Clients’ Success.
Solutions for launching, servicing & converting registered funds
Learn MoreComprehensive & specialized services for private and institutional funds
Learn MoreHighly customizable investing structures for institutional investors
Learn MoreExperienced program management and services for public plans
Learn More
A holistic approach to servicing funds
Building valued relationships for ongoing success
Compliance solutions to keep firms up-to-date
Mutual Funds: Ascertaining the Total Cost of Ownership
Mutual fund sponsors and board members have a fiduciary responsibility to their shareholders to oversee and monitor, amongst other things, the fund’s annual operating expenses, including management fees, distribution [...]
SEC Filings for Mutual Funds: A Reference Guide
The Securities and Exchange Commission (SEC) requires mutual funds—and similar investment companies—to submit various filings throughout each year. Whether you’re a trustee on a fund board, a newcomer to [...]
Ultimus Introduces uTRANSACT™ Online Shareholder & Adviser Portal
CINCINNATI, OHIO – October 14, 2020 – Ultimus Fund Solutions® (Ultimus®), a leading independent provider of full-service fund administration, accounting, and investor solutions, is pleased to announce the availability of [...]
Ultimus Announces Expanded ETF Service Offerings
CINCINNATI, OHIO – October 6, 2020 – Ultimus Fund Solutions® (Ultimus®), a leading independent provider of full-service fund administration, accounting, and investor solutions, is pleased to announce that it is [...]
Strategies to Engage Advisors & Attract Assets
- Making Your Fund More Competitive
- Building Your Brand with Social Media
- Communicating with Advisors in a Virtual World
- Going digital with PR
- Creating Content-Rich Websites
- Maximizing Trends in Platform Distribution
- Understanding M&A and Current Valuations
Each session will be a concise 30-minute presentation including Q&A. See the full agenda.
Please sign in by 1:00 pm ET for brief opening comments.
The event features seven 30-minute presentations and concludes at 4:30 pm.
STRATEGIES TO ENGAGE ADVISORS & ATTRACT ASSETS
Complimentary Event
Topics currently planned include:
- Make Your Fund More Competitive
- Build Your Brand with Social Media
- Communicate with Advisors in a Virtual World
- M&A and Current Valuations
- State of the Fund Industry
Each session will be a concise 30-minute presentation followed by interactive conversation among the speaker and participants.