Ultimus Earns Two Fund Industry Awards,
Validating Firm’s Leadership Role in Fund Industry
Ultimus Fund Solutions, LLC (“Ultimus”) is honored to announce that the firm received two Mutual Fund Administration Awards at Global Custodian’s Annual Industry Leaders Awards and Gala Dinner. Ultimus CEO, Bob Dorsey, was presented with the Quality of Personnel Award and the Value for Money Award. The awards dinner, celebrating the industry’s most successful industry leaders, was held on November 30, 2016 at the Chelsea Piers in New York City. These awards are the latest examples to reinforce Ultimus’ leadership role in the mutual fund servicing industry.
“As a mutual fund service provider, our mission is to become the most trusted business partner to investment advisers and fund families by providing a highly valued suite of professional services. It is an honor to be recognized in this industry for our quality professionals and for providing valuable services at a competitive price,” said Bob Dorsey, CEO and Managing Director of Ultimus Fund Solutions. “We work as an engaged business partner with each adviser, whether it’s to help them launch funds, keep up with regulatory issues, or navigate distribution planning. We listen to their needs, learn their business strategy, and work diligently to help them reach their goals.”
Also in 2016, Ultimus was honored to receive Global Custodian’s Market Outperformer Award and Category Outperformer Award in the 2016 Mutual Fund Administration Survey, along with the Best Administrator – Under $100bn in Assets Under Administration, Client Service from Fund Intelligence at the US Mutual Fund Service Awards event.
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About Ultimus Fund Solutions
Ultimus Fund Solutions provides highly customized and comprehensive middle and back office services to midsize and small investment advisers. Ultimus offers service solutions for mutual funds, including fund organization, fund administration, fund accounting, transfer agent and distribution services for both open- and closed-end funds, plus turnkey solutions for collective investment trusts.
Ultimus’ middle office service solution for separately managed accounts and private funds encompasses managing the technology infrastructure and operations required to manufacture the data needed for front office decision support platforms, enabling delivery of detailed reporting to advisers, investors, and regulators. Ultimus’ comprehensive services are performed by teams of accountants, attorneys, paralegals and other professionals with a wealth of financial services experience.For more information, visit www.ultimusfundsolutions.com.
