Ultimus Receives Highest Scores in Independent Industry Survey

Jun 10, 2018

For the fourth year in a row, scores emphasize Ultimus’ leadership in service

CINCINNATI, OHIO – July 10, 2018 Ultimus Fund Solutions®, LLC (Ultimus®), one of the largest independent providers of mutual fund servicing, is delighted to announce that the firm, once again, received the highest overall scores in the Global Custodian Mutual Fund Administration Survey. Based on survey results, Ultimus earned both the Market Outperformer and Category Outperformer accreditations for the fourth consecutive year.

The survey results demonstrate Ultimus’ continued emphasis on providing high-quality service.

The annual Mutual Fund Administration Survey, circulated by Global Custodian to fund managers, recognizes North American mutual fund service providers and the levels of service they provide. Fund managers evaluated their respective service providers on quality of service in eight different categories, including relationship management and client service, value delivered, fund accounting, transfer agency, distribution support, reporting, compliance, and finally operations and custody. Ultimus received the highest overall average score, 6.94 out of 7.0, and the highest score in each of the eight categories.

“We are ecstatic to learn that we received remarkable scores again from our clients this year,” said Bob Dorsey, Co-CEO and Managing Director at Ultimus. “Providing high-quality, personalized service was the vision we set when we started the firm 19 years ago. It is extremely important to us to have this as a driving force in our business culture. The survey results reinforce our strength in service and value.”

According to survey results as reported in Global Custodian, clients of Ultimus shared all-encompassing comments, such as the following: “We have found the entire staff to be attentive, professional, responsive, and highly skilled in fund administration, accounting, compliance, transfer agency, and shareholder servicing, combining to provide outstanding, turnkey fund servicing.”

Many of the cited client comments reflect the professionalism of Ultimus’ personnel. Other comments communicate the level of service received, “Ultimus is exceptional in every category,” plus “the people of, and technology used by, Ultimus drive their exceptional results,” and, Ultimus staff are “always quick to respond to calls, very easy to work with, truly professional in all areas.”

“As we continue to grow the firm in both size and solutions, we are always mindful of the level of service we are providing to our clients,” said Gary Tenkman, President and Managing Director at Ultimus. “We are focused on ensuring our service levels remain a priority over the long haul and will continue to make the investments in our professionals and technology that allow us to do so.”


About Ultimus Fund Solutions, LLC
Ultimus Fund Solutions provides highly customized and comprehensive middle and back office services to investment advisers. Ultimus’ high-quality services include solutions for mutual funds, separately managed accounts, private investment funds and other pooled investment structures.

Our offering comes with a deep commitment to excellence, achieved through our investments in both talent and technology, with constant focus on maintaining our boutique service culture. As a result, Ultimus has stood out as an award-winning, trusted business partner to investment advisers and fund families since 1999.

Ultimus’ comprehensive service solutions are performed by seasoned teams of accountants, attorneys, paralegals, application developers and other professionals with a wealth of financial services experience. For more information, visit www.ultimusfundsolutions.com.

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The Ultimus Group, LLC is an Equal Opportunity Employer. All rights reserved.

DISCLOSURE: Information contained on this website is based on public data, historical agreements and dialogue with intermediaries. Such information represents our current understanding of the described platforms and the costs associated with them. In many cases, such costs may be negotiable. All pricing and fee information is subject to change without notice.

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