Institutional Strength & Boutique Service.
Invested in our Clients’ Success.
Comprehensive & specialized services for private and institutional funds
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 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 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
Private Equity: Outsourcing Fund Administration in the New Normal
In the new normal, outsourcing presents the opportunity for strategic partnerships that provide solutions to investment managers experiencing increasingly formidable fund administration requirements and challenges. The pandemic of 2020-2021 [...]
ETF Market Drivers. Why fund managers are launching exchange-traded funds.
Why do exchange-traded funds (ETFs) make sense for today’s investors? Maybe it’s tax efficiencies, availability, lower fees, diversification, or a mixture of all of these and more. Today’s ETF [...]
Ultimus Fund Solutions Receives Highest Scores for 7th Consecutive Year in Global Custodian Mutual Fund Administration Survey
CINCINNATI, OHIO – July 21, 2021 – Ultimus Fund Solutions® (Ultimus®), one of the largest independent, tech-enabled providers of full-service fund administration, accounting, distribution and investor solutions in the U.S., [...]
Ultimus Selected as Fund Servicer for ERShares
CINCINNATI, OHIO – June 23, 2021 – Ultimus Fund Solutions® (Ultimus®), a leading tech-enabled provider of full-service fund administration, accounting, and investor solutions, is pleased to announce that it has [...]
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!
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.
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.