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|

The Share Class Creation Conundrum

Tips and Considerations for Making the Right Distribution and Business Decisions By Kevin Guerette, VP Director of Distribution Strategies and Bo Howell, VP Director of Fund Administration The mutual fund [...]

By | 2019-07-12T10:35:42-04:00 May 25, 2015|