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Institutional Strength & Boutique Service.

Invested in our Clients’ Success.

Private Funds

Comprehensive & specialized services for private and institutional funds

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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

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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
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
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 $220+ billion in assets under administration and 750+ 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

Q&A Session on ETF Trends in 2021
Part 1: Principal Factors Driving Investors to ETFs

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

Client Spotlight
dedicated to you

A holistic approach to servicing funds

Building valued relationships for ongoing success

Compliance solutions to keep firms up-to-date

From the Blog

News & Press

Upcoming Events

Aug
2
Mon
Wisconsin Financial Literacy Foundation Golf Outing @ University Club of Milwaukee Course
Aug 2 all-day

Wisconsin Financial Literacy Foundation will host its 6th Annual Charity Golf Outing.  It promises to be a great afternoon of golf, networking, and camaraderie.  Share the experience with a client…or potential client. Do some business, hit a few balls, and meet fellow like-minded professionals.

Agenda

  • 10:00 am – Registration and Boxed Lunch – Practice Facilities will be open
  • 11:30 am – Shotgun Start, Scramble Format
  • 5:00 pm – Outdoor Reception & Awards

Village of Brown Deer has passed a resolution requiring masks and that our Club is requiring masks be worn by all attendees whenever in indoor spaces.  Outdoors on the golf course it will remain optional.

This event is also an opportunity to raise awareness and support financial literacy.  $20 of each registration fee will be donated to SecureFutures, a local organization empowering teenagers with financial literacy education and real-world lessons. Visit their website for more information. ​

Through the generous donations and sponsorship’s, WFLF was able to raise $24,865 at the 2020 Golf Outing to support SecureFutures a local organization that provides teen financial literacy programming and resources that empower students to make sound financial decisions!

More information can be found here.
Sep
21
Tue
Expect Miracles 4th Annual Atlantic Coast Classic @ Fiddler's Elbow Country Club
Sep 21 all-day

Expect Miracles Foundation is proud to present the 4th Annual Expect Miracles Atlantic Coast Classic. Inviting the New York financial community and beyond to join us at Fiddler’s Elbow Country Club in Bedminster, NJ. Senior financial industry executives will hit the links, to join together and raise funds for cancer research.

Find out more here.

ICI Virtual Tax and Accounting Conference
Sep 21 all-day

The Tax and Accounting Conference will be back virtually this fall. Join us on September 21, 28, and October 5 to learn the latest information on tax and accounting issues affecting investment companies.

Conference registration will open in late July.

Conference highlights
  • Three days of content, with the opportunity for interactive Q&A on most panels
  • CPE credits for attendees who view the panels live
  • Interaction with your peers in real-time group discussions
  • Daily sponsored thought leadership sessions for additional conference content
  • Program and more conference details coming soon!

For additional information visit the website here.