"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.
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.
Whether you're starting a new fund or have existing funds, we have solutions to help you grow your business
Middle office service solutions for institutional separately managed accounts (SMAs) and private funds
Quality service solutions for private, pooled and other registered investment vehicles
June 19, 2017 | Insights Article
The investment required to comply with the new SEC Modernization and DOL Fiduciary Rules, the Form ADV Part 1 Amendments, and to continue to…Read More >