Ultimus Managers Trust 3 Year Anniversary

Jul 21, 2015

Ultimus Managers Trust Reaches Three Year Anniversary with $1.1 Billion in Assets, 11 Funds,

Strong Series Trust Growth Reinforces Firm’s Commitment to Client Service, Board Governance

CINCINNATI, OHIO – July 21, 2015 Ultimus Fund Solutions, LLC (Ultimus) announced today that its series trust, the Ultimus Managers Trust (UMT), recently celebrated its 3 year anniversary. Since its inception, UMT has grown to more than $1.1 billion in assets with 11 funds and nine investment advisers. The steady growth of UMT reflects the firm’s stated commitment to expand at a pace that allows clients to achieve success while allowing the Board of Trustees to maintain their focus on strong fund governance and oversight of operations.

“We launched this series trust with the goal of providing series trust clients the same level of service that we have historically provided to our standalone clients and that’s exactly what we’ve done,” said Bob Dorsey, Co-Founder and Managing Director at Ultimus. “UMT’s Board has allowed the Trust to enjoy steady growth without compromising the level of service and focus on governance that’s so critical in today’s environment. We’re proud of what the UMT team has accomplished and we’re excited to continue to build on its current success.”

UMT, which will be adding two more advisers in the next month, has proven to be a great fit for a broad range of advisers with diverse investment objectives. UMT includes both start-up advisers and larger well-established managers with investment strategies ranging from fixed income and long-only equity funds to long-short strategies and other liquid alternative strategies.

“What separates the Ultimus Managers Trust from its peers is the level of education and consultation provided to advisers throughout the product planning and design process, combined with high-touch service throughout the relationship,” said Dave Carson, President of Ultimus Managers Trust and VP, Director of Client Strategies of Ultimus Fund Solutions. “We provide actionable insights on everything from distribution and share class creation to fee structures and operational efficiency to help set advisers up for long-term success. Perhaps more importantly, we do it in an environment of strong governance and compliance. We look forward to many more years of growth for our clients and for our series trust.”


About Ultimus Fund Solutions

Ultimus Fund Solutions provides highly customized and comprehensive mutual fund services to small-and medium-sized fund groups. The company offers mutual fund startup and organization services, fund administration, fund accounting, transfer agent and distribution services for both open-end and closed-end funds. Ultimus’ broad range of services are performed by teams of CPAs, attorneys, paralegals and other professionals with a wealth of mutual fund experience.

For more information, visit www.ultimusfundsolutions.com.

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