"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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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


Ultimus
[uhl-tuh-muhs]
adjective

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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News

Chartwell Investment Partners Chooses Ultimus Fund Solutions to Provide Administration Services for Five Funds

Past relationship confirms new service provider selection CINCINNATI, OHIO – November 27, 2018 – Ultimus Fund Solutions®, LLC (Ultimus®), one…Read More >



Events

PEI CFOs and COOs Forum 2019

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Xavier University Matthew McCormmick Investment Symposium

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ICI General Membership Meeting

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