Clients in the Spotlight

>Clients in the Spotlight
Clients in the Spotlight 2020-02-21T16:46:13-05:00

Ultimus possesses a deep commitment to excellence that is achieved through investments in experienced professionals and best-in-class technology, and in our breadth of fund administration solutions. Through this commitment, the company is fully invested in servicing investment advisers, managers and fund families in an ever-changing financial environment. In addition, our unique dedication and focus on our clients’ successes separates us from the competition.

Thankfully, investment managers that engage Ultimus are not shy about sharing their experiences in working with us and our professionals. The following photos, videos, testimonials and other information puts the ‘Spotlight’ directly on our clients – where it belongs.

Converting Funds to Ultimus

Ultimus Supports Firms for a Seamless Conversion Process
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Ultimus helps lead firms to success
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Launching A Fund

Ultimus offers full service support during fund launches
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Ultimus provides turnkey solutions to launch a fund
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Ultimus Distribution Advantage Program

Unique approach to distribution and providing support to firms
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Growing a distribution strategy with Ultimus’ guidance
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Ultimus provides critical solutions for ongoing needs
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Compliance Support

Compliance solutions to keep firms up-to-date
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The Ultimus Way –Collaborating for Success

Ultimus works at helping firms grow and easing frustrations
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A holistic approach to servicing funds
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Ultimus: Full service support, providing services for success
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Building valued relationships for ongoing success
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Working with skilled and professional employees
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Ultimus: Consultants, Partners, and Proactive
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Quality employees set Ultimus apart; focused on a partnership strategy
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Client Summit – September 18-20, 2019

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