News

Press Releases

Yorktown Funds Selects Ultimus to Provide Services for 7 Mutual Funds

Growth of AUM Sparks Expansion of Yorktown’s Relationship with the Service Provider CINCINNATI, OHIO – October 10, 2017 – Ultimus Fund Solutions,…Read More >


Essex Investment Management Selects Ultimus Fund Solutions to Service its Environmental Opportunities Fund

CINCINNATI, OHIO – September 27, 2017- Ultimus Fund Solutions®, LLC (Ultimus®), is pleased to announce that they have been chosen by Essex Investment…Read More >


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Insight Articles

Mutual Fund Industry Evolution: Trends for Success

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Is Your Series Trust the Wrong Fit?

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Industry Association Partners

Ultimus is a founding sponsor of the Institute for Innovation Development, an organization designed to create tangible business development tools for growth-oriented advisors. The Institute is a valuable resource for Ultimus clients by way of educational and networking opportunities in regards to generating new product and service offering ideas. Through its team of top innovation consultants the Institute provides leadership, and encourages growth, differentiation and unique client engagement for the advisor community. For more information please visit www.innovationdevelopment.org.


Industry Associations:

ICI - Investment Company Institute – ICI is a leading global association of regulated funds and seeks to encourage adherence to high ethical standards, promote public understanding, and otherwise advance the interests of funds, their shareholders, directors, and advisers.

IAA - Investment Advisor Association – IAA is a not-for-profit organization that exclusively represents the interests of SEC-registered investment adviser firms.

NSCP - National Society of Compliance Professionals - is a nonprofit, membership organization dedicated to serving and supporting the compliance professional in the financial services industry. Membership provides resources including a vast network of compliance peers, continuing education to further their knowledge and specialized skills, and regulatory involvement through representation of compliance interests.

GCMFA – Greater Cincinnati Mutual Funds Association - is a non-profit organization designed to provide mutual fund professionals a forum to share ideas, exchange information. The GCMFA consistently sponsors workshops, seminars, meetings and social events to facilitate interaction and idea sharing, network, and develop skills to help bring success to their respective organizations.

NICSA – National Investment Company Service Association - is a nonprofit association that connects global investment management industry participants in order to collaboratively develop, share and advance leading operating practices that enable and improve industry efficiency.