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Boutique Service & Institutional Strength.

Invested in our Clients’ Success.

Private Funds

Comprehensive & specialized services for private and institutional funds

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Dedicated Managed Account

Highly customizable investing structures for institutional investors

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Public Plans

Experienced program management and services for public plans

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Registered Funds

Solutions for launching, servicing & converting registered funds

Learn More

Boutique Service & Institutional Strength.

Invested in our Clients’ Success.

Registered Funds

Solutions for launching, servicing & converting registered funds

Learn More
Private Funds

Comprehensive & specialized services for private and institutional funds

Learn More
Dedicated Managed Account

Highly customizable investing structures for institutional investors

Learn More
Public Plans

Experienced program management and services for public plans

Learn More

Boutique Service & Institutional Strength.

Invested in our Clients’ Success.

Registered Funds

Solutions for launching, servicing & converting registered funds

Learn More
Private Funds

Comprehensive & specialized services for private and institutional funds

Learn More
Dedicated Managed Account

Highly customizable investing structures for institutional investors

Learn More
Public Plans

Experienced program management and services for public plans

Learn More

A Strong and Stable Fund Servicing Partner.

Connecting With You for the Long Term.

Ultimus Fund Solutions provides financial advisers and institutions an ever-expanding suite of administration and accounting services, modern investor servicing tools, and distribution support for their registered and private investment products. We partner with you to provide integrated and customizable services, manage complexity, and help you build critical financial industry connections that may allow you to expand distribution of your strategies and grow your assets. With $150+ billion in assets under administration and 500+ professionals, our strength gives us the resources to help both financial professionals and investors flourish in today’s increasingly sophisticated and dynamic investment landscape.

Get in touch with us to learn more

Why Ultimus?

At Ultimus, we invest in best-in-class technology and put our team of experienced, top quality professionals to work for you. We partner with you to learn the nuances and complexities of your business, how you define success, and how to work most effectively for you in order to provide you customized services throughout the entire lifecycle of your funds.

Get in touch with us to learn more

Ultimus
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From the Blog

News & Press

Upcoming Events

Sep
18
Wed
ULTIMUS CLIENT SUMMIT 2019 @ Cincinnati Hyatt Regency
Sep 18 @ 2:00 pm – Sep 20 @ 3:00 pm
ULTIMUS CLIENT SUMMIT 2019 @ Cincinnati Hyatt Regency

This event is presented exclusively for Ultimus clients and business partners.

ATTENDANCE IS BY INVITATION ONLY AND RSVP IS REQUIRED.

Please plan to join us for our next client event! The Summit will be held at the Hyatt Regency in Downtown Cincinnati which will provide a fresh contemporary feel and an infusion of new energy. With a theme of Vision 20/20, our goal is to deliver a forward looking perspective throughout the event.

The Summit will focus on providing educational sessions and networking opportunities to meet investment adviser peers, business partners, industry experts, and valuable business partners of Ultimus.


WEDNESDAY, SEPTEMBER 18TH

We will kick off the Summit at 2:00pm with an afternoon filled with educational sessions and finish the day at the Cincinnati Museum Center and historic Union Terminal with an evening networking reception and assorted food stations.


THURSDAY, SEPTEMBER 19TH

Enjoy a full day of informative panel discussions, round table and breakout sessions with a casual, evening networking event including cocktails and food at PiNS Mechanical Co., a local Cincinnati favorite.

We are also excited to have Alison Levine as our Keynote Speaker on Thursday morning. As a history-making polar explorer and mountaineer, NY Times Bestselling Author, and all-around game-changer, she will inspire us with her unique leadership philosophy during a compelling and entertaining session (e.g., surviving sub-zero temperatures, hurricane-force winds, sudden avalanches…and a career on Wall Street). Having a clear vision makes all of us, as leaders, more effective and impactful.


FRIDAY, SEPTEMBER 20TH

To conclude the Summit, we will have a half-day filled with more industry hot topics and wrap up before noon so you can head back home with your new vision!

Sep
22
Sun
ICI – Tax and Accounting Conference @ Marco Island, Fl
Sep 22 @ 9:00 am – Sep 25 @ 5:00 pm
Sep
25
Wed
IAA – 2019 Annual Leadership Conference @ Nashville, TN
Sep 25 @ 9:00 am – Sep 27 @ 5:00 pm