"To become the most trusted business partner
to Investment Advisers and Fund Families
by providing a highly valued suite
of professional solutions.”

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Summit 2016

Why Ultimus

"Ultimus is a true business partner. 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

We hire top quality professionals, and we put them to work for you. At Ultimus, you will have an experienced, talented team working on your behalf. Your team is dedicated to learning the nuances and complexities of your business, helping you meet your goals, the way you define success.

  • Passionate Professionals
  • Smart Solutions
  • Remarkable Results


From Latin meaning ultimate
of the greatest or highest degree. the best or most extreme of its kind. beyond which it is impossible to go.

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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Private Fund Services

Private fund service solutions for fund managers, institutions, foundations and other investment entities

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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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Ultimus to be a Gold Sponsor for Boutique Mutual Funds Conference

SunStar’s Conference, “Thriving in an Ever-Changing Industry” features speakers on distribution and marketing CINCINNATI, OHIO – APRIL 8,…Read More >


SunStar Strategic 2019 Conference

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ICI General Membership Meeting

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Envestnet Advisor Summit

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