Press Release Archive



Ultimus Fund Solutions Launches Post-Trade Compliance App For Fund Managers

CINCINNATI, OHIO – DECEMBER 13, 2017 - Ultimus Fund Solutions®, LLC (Ultimus®), one of the largest independent providers of mutual fund, pooled…Read More >


Ultimus Fund Solutions Takes Home Two Awards from the Global Custodian Awards Dinner

Awards prove Ultimus’ dedication to clients and service CINCINNATI, OHIO – DECEMBER 5, 2017 – It is with significant gratitude to our clients…Read More >


​Ultimus Fund Solutions Reorganizes Mutual Fund into the Ultimus Managers Trust

Firm Leverages Ultimus’ Series Trust Depth of Knowledge CINCINNATI, OHIO – NOVEMBER 29, 2017 – Ultimus Fund Solutions®, LLC (Ultimus®), one…Read More >


Congratulations to Dr. Richard Thaler, 2017 Nobel Prize Winner

Dr. Thaler Awarded the Nobel Memorial Prize in Economic Sciences CINCINNATI, OHIO – November 14, 2017- Ultimus Fund Solutions®, LLC (Ultimus®),…Read More >


Oak Associates Selects Ultimus Fund Solutions to Service Mutual Funds

Firm leverages Ultimus’ expertise and experience to service current funds CINCINNATI, OHIO – October 31, 2017- Ultimus Fund Solutions®, LLC…Read More >


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 >


Ranger Global Real Estate Advisors Selects Ultimus to Provide Middle Office Services

Citing Ultimus’ Quality Service and Turnkey Middle Office Solution for Start-ups CINCINNATI - September 7, 2017 - Ultimus Fund Solutions®, LLC…Read More >


Ultimus Fund Solutions Announces Dina Tantra as EVP, Director of Fund Administration and Compliance

Ultimus Fund Solutions Announces Dina Tantra as EVP, Director of Fund Administration and Compliance CINCINNATI, OHIO – August 22, 2017- Ultimus…Read More >


FOR THE THIRD CONSECUTIVE YEAR, ULTIMUS RECEIVES HIGHEST OVERALL SCORE FROM CLIENTS IN INDUSTRY SURVEY

Outcome Proves Ultimus’ Passionate Professionals’ Dedication to Client Service and Satisfaction CINCINNATI, OHIO – JULY 10, 2017 – It is with…Read More >


Ultimus Announces Bill Tomko as EVP, Director of Fund Servicing

CINCINNATI, OHIO - April 25, 2017- Ultimus Fund Solutions®, LLC (Ultimus®), one of the largest independent providers of mutual fund, pooled investment…Read More >


Ultimus Launches New Distribution Advantage Program

Ultimus Launches New Distribution Advantage Program,Leveraging Years of Experience CINCINNATI, OHIO - April 11, 2017 Ultimus Fund Solutions®,…Read More >


Hedeker Wealth Selects Ultimus to Provide Fund Administration for New Mutual Fund Launch

Ultimus Fund Solutions to Provide Fund Administration for Hedeker Wealth’s New Mutual Fund, Firm Launches First Mutual Fund through Capitol…Read More >


Selective Wealth Management Launches Mutual Fund

Selective Wealth Management Launches Mutual Fund, Choosing Ultimus to Provide Fund ServicingFund Launches Through Unified Series Trust CINCINNATI,…Read More >


Ultimus Selected to Service Peachtree Alternative Strategies Fund

Ultimus Fund Solutions Selected to Service Peachtree Alternative Strategies Fund, A Non-Exchange Traded Closed-End Fund Leverages Ultimus’…Read More >


Ultimus Fund Solutions Chosen by Diamond Hill Funds to Provide Fund Services

Ultimus Fund Solutions Chosen by Diamond Hill Funds to Provide Fund ServicesCINCINNATI, OHIO – JANUARY 17, 2016 – Ultimus Fund Solutions®, LLC…Read More >


Ultimus Surpasses $50 Billion in Assets Serviced

Ultimus Fund Solutions Surpasses $50 Billion in Assets Serviced, One of Many Achievements for the Firm in 2016CINCINNATI, OHIO – JANUARY 9,…Read More >


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