Interval Fund Proration – Turning Product Features into Functionality
Interval Funds have enjoyed a meteoric rise in recent years, and despite a challenging year, assets now top $35b as of December 31, 2020, according to Interval Fund Tracker¹. [...]
Thinking about Expanding Your Investment Product Reach?
You’ve likely heard the expression: “Innovate or die” (often attributed to Peter Drucker, an influential thinker on business management). The saying holds true for investment advisers, as well. To [...]
Ultimus Announces New Relationship with Public Trust Advisors
CINCINNATI, OHIO – February 4, 2021 – Ultimus Fund Solutions® (Ultimus®), a leading independent provider of full-service fund administration, accounting, and investor solutions, is pleased to announce a new relationship [...]
Ultimus Names Joe Bree to Key Business Development Position
CINCINNATI, OHIO – January 27, 2021 - As a leading independent provider of full-service fund administration, accounting, and investor solutions, Ultimus Fund Solutions® (Ultimus®) is pleased to welcome Joe Bree [...]