Ultimus Fund Solutions Achieves Highest Scores in the 2016 Global Custodian Mutual Fund Administration Survey,
Results Confirm Ultimus’ Outstanding Service and Dedication to Exceeding Client Needs
CINCINNATI, OHIO – July 13, 2016 – Ultimus Fund Solutions®, LLC (Ultimus®) is excited to announce that it once again received the highest scores in the Mutual Fund Administration Survey conducted by Global Custodian Magazine. Ultimus participated in the 2016 Survey and received top scores in all eight service categories as determined by its clients’ responses. Clients completed the independent surveys containing a series of service performance questions in areas such as fund administration, fund accounting, client service, value delivered, and distribution support. The 2016 Survey results reinforce the firm’s leadership standing in the mutual fund administration space and reaffirm its ongoing commitment to excellence in client service and partnership.
“We are honored to receive exceptionally high scores on the survey again this year,” said Bob Dorsey, CEO and Managing Director at Ultimus. “Since our inception 17 years ago, we have consistently hired passionate professionals and industry experts whose motivation about the business has resulted in these remarkable service ratings. We are as committed as ever to investing in our personnel, technology, training and innovation strategy to ensure clients continue to receive the service, insights and tools they need to best develop their business.”
Receiving an abundance of 7’s across the survey, the highest score possible, resulting in an impressive overall score of 6.93, Ultimus was awarded the Market Outperformer award along with the Category Outperformer award. The eight service categories covered by the 2016 Survey include: relationship management and client service; value delivered; fund accounting; fund administration and trustee; distribution support; reporting; compliance and regulation; and operations and custody.
“It is great to receive confirmation that the service we provide is unsurpassed in the industry,” said COO and Managing Director at Ultimus, Gary Tenkman. “We are humbled by this recognition and know we need to continue to work hard and invest in our business in order to maintain our client’s respect and continue earning their business.”
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About Ultimus Fund Solutions
Ultimus Fund Solutions provides highly customized and comprehensive middle and back office services for open and closed-end funds, business development companies, SMAs, private accounts and other investment products. 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 is performed by teams of accountants, attorneys, paralegals and other professionals with a wealth of mutual fund experience. For more information, visit www.ultimusfundsolutions.com.
