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To contact us, please call 513.587.3400 or complete the following form and click “submit.” A member of our team will contact you promptly.

If you have a question regarding a specific fund group, please call or refer to the fund’s prospectus to obtain the Shareholder Services Team’s toll-free number.

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Ultimus Locations

CINCINNATI OFFICE
UFS Headquarters

225 Pictoria Drive #450
Cincinnati, OH 45246, USA
513.587.3400

NEW YORK OFFICE
ULP Headquarters

5 Maxwell Drive #135
Clifton Park, NY 12065, USA
518.373.5500

BOSTON OFFICE

200 Portland Street, #3117
Boston, MA 02114

MINNEAPOLIS OFFICE

3675 Plymouth Blvd #115
Plymouth, MN 55446

CHICAGO OFFICE

515 N. State Street #14-109
Chicago, IL 60654 USA
847.255.3500

NEW YORK OFFICE

80 Arkay Drive #110
Hauppauge, NY 11788, USA
855.891.0092

COLUMBUS OFFICE

2 Easton Oval #300
Columbus, OH 43219, USA

NEW YORK OFFICE

New York, NY

DALLAS OFFICE

6900 Dallas Parkway #03-125
Plano, TX 75024

OMAHA OFFICE

4221 North 203rd Street #100
Elkhorn, NE 68022, USA
402.493.4603

DENVER OFFICE

633 17th Street #2300
Denver, CO 80202, USA

PHILADELPHIA OFFICE

Cira Centre
2929 Arch Street #1525
Philadelphia, PA 19104

Institutional Strength | Boutique Service

The Ultimus Group, LLC is an Equal Opportunity Employer. All rights reserved.

DISCLOSURE: Information contained on this website is based on public data, historical agreements and dialogue with intermediaries. Such information represents our current understanding of the described platforms and the costs associated with them. In many cases, such costs may be negotiable. All pricing and fee information is subject to change without notice.

Ultimus Fund Solution

8778 UFS 2/18/2022

Ultimus Fund Solution