Boutique Service & Institutional Strength.
Invested in our Clients’ Success.
Comprehensive & specialized services for private and institutional funds
Learn MoreHighly customizable investing structures for institutional investors
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 MoreHighly customizable investing structures for institutional investors
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 MoreHighly customizable investing structures for institutional investors
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
SEC Filings for Mutual Funds: A Reference Guide
The Securities and Exchange Commission (SEC) requires mutual funds—and similar investment companies—to submit various filings throughout each year. Whether you’re a trustee on a fund board, a newcomer to [...]
3 E’s: Best Practices for Engaging Clients
During the past few months, we have all ridden an emotional rollercoaster, with ups, downs, loops and lots of adrenaline. Business continuity plans have proved essential and readiness to [...]
Ultimus Enhances its Fund Servicing Efficacy with uSUITE®, A Robotic Process Automation-Based Technology
CINCINNATI, OHIO – September 22, 2020 – Ultimus Fund Solutions® (Ultimus®), one of the largest independent fund service providers and an award-winning fund administrator, is pleased to share that it [...]
Seasoned Financial Industry Professionals Join Ultimus in Key Positions
CINCINNATI, OHIO – September 15, 2020 - A leading independent provider of full-service fund administration, accounting, transfer agency and investor solutions, Ultimus Fund Solutions® (Ultimus®) is pleased to announce the [...]
STRATEGIES TO ENGAGE ADVISORS & ATTRACT ASSETS
Complimentary Event
Topics currently planned include:
- Make Your Fund More Competitive
- Build Your Brand with Social Media
- Communicate with Advisors in a Virtual World
- M&A and Current Valuations
- State of the Fund Industry
Each session will be a concise 30-minute presentation followed by interactive conversation among the speaker and participants.