Press Releases



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 >


Lasallian Scholars Learn About Mutual Funds from Ultimus

Lasallian Scholars Learn About Mutual Funds from Ultimus Seasoned Industry Pro Shares Knowledge CINCINNATI, OHIO – DECEMBER 22, 2016 – Ultimus…Read More >


Ultimus Earns Two Fund Industry Awards

Ultimus Earns Two Fund Industry Awards, Validating Firm's Leadership Role in Fund IndustryUltimus Fund Solutions, LLC (“Ultimus”) is honored…Read More >


Ultimus Selected by Caldwell and Orkin to Provide Mutual Fund Services

Ultimus Selected by Caldwell and Orkin to Provide Mutual Fund Services, Firm Leverages Ultimus’ Expertise for Conversion CINCINNATI, OHIO…Read More >


New York Based Ladder Capital Chooses Ultimus Fund Solutions to Provide Fund Services for Its First Fund Offering

Ultimus Fund Solutions Selected by Ladder Capital to Provide Fund Services for its First Fund Offering, Firm Launches First Mutual Fund Through…Read More >


Centaur Selects Ultimus for Full Mutual Fund Servicing

Ultimus Chosen by Centaur for Full Mutual Fund Servicing, Firm Commends Ultimus’ Pro-Activeness and Transparency CINCINNATI, OHIO – November…Read More >


Ultimus Fund Solutions to Provide Fund Administration for Hudson Valley’s First Mutual Fund

Ultimus Fund Solutions to Provide Fund Administration for Hudson Valley’s First Mutual Fund, Firm Launches Mutual Fund Through Ultimus Managers…Read More >


Ultimus Client Summit 2016 Proves a Success

Ultimus Client Summit 2016 Proves a Success, Connecting Professionals on Many Levels …Read More >


Ultimus Fund Solutions to Provide Fund Administration for Canterbury's First Mutual Fund

Ultimus Fund Solutions to Provide Fund Administration for Canterbury’s First Mutual Fund Firm Launches First Fund Through Capitol Series Trust…Read More >


Praxis Mutual Funds Selects Ultimus to Provide Fund Services

Ultimus Fund Solutions Chosen by Praxis Mutual Funds to Provide Fund Services,Firm to Leverage Ultimus’ Expertise for Continued Growth CINCINNATI,…Read More >


Ultimus Fund Solutions Chosen by Conestoga to Provide Mutual Fund Services

Ultimus Fund Solutions Chosen by Conestoga to Provide Mutual Fund Services, Firm to Leverage Ultimus’ Expertise for Continued Growth in Complex…Read More >


ULTIMUS, ONCE AGAIN, RECEIVES HIGHEST SCORES IN INDUSTRY SURVEY

Ultimus Fund Solutions Achieves Highest Scores in the 2016 Global Custodian Mutual Fund Administration Survey, Results Confirm Ultimus’ Outstanding…Read More >


Huber Capital Management Successfully Transitioned to Ultimus

Ultimus Selected by Huber Capital Management to Provide Middle Office Services for Separately Managed Accounts and Mutual Funds, CINCINNATI,…Read More >


Ultimus Provides Fund Administration for Miles Capital Liquid Alt Fund

Ultimus Fund Solutions Provides Fund Administration for Miles Capital’s New Liquid Alts Fund, Firm Launches Mutual Fund Through Unified Series…Read More >


Ultimus to Provide Fund Admin for Preserver Partners Liquid Alt Fund

Ultimus Fund Solutions to Provide Fund Administration for Preserver Partners’ Liquid Alt Fund, Firm Launches First Mutual Fund Through Capitol…Read More >


Ultimus Closes Acquisition of Huntington Bancshares' Fund Servicing Business

Ultimus Closes Acquisition of Huntington Bancshares’ Fund Servicing Business, Acquisition Increases Ultimus’ Fund Administration FootprintCINCINNATI,…Read More >


Castlemaine Chooses Ultimus to Provide Fund Administration

Ultimus Fund Solutions Chosen by Castlemaine LLC to Provide Fund Administration for Firm’s U.S. Launch, Castlemaine LLC to Create Five Liquid…Read More >