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Is Your Series Trust the Wrong Fit?

By Adam Kornegay, Business Development Director The wide acceptance of operational outsourcing among fund managers combined with the continued pressures to reduce fund expenses have led to an increasing preference [...]

By | 2019-07-12T09:48:40-04:00 August 22, 2017|

Real World Marketing: Real World Stories

Advice for Investment Advisers of Mutual FundsModerator: Dave Carson, President of Ultimus Managers Trust and VP, Director of Client Strategies at Ultimus Fund SolutionsPanelists: Dan Sondhelm, CEO of Sondhelm Partners [...]

By | 2016-09-29T00:00:00-04:00 September 29, 2016|