Printing & EDGAR Filing

Mutual funds and ETFs have a wide array of documents that need to be filed with the SEC, printed, and mailed to shareholders. Through our sister company Blu Giant, Ultimus provides complete EDGAR conversion and printing services – which can be converted from virtually any desktop typesetting software or word processing system – in addition to custom printing, promotional products, and large format printing.

Our team of specialists simplifies a seemingly complex process by managing your fund’s financial reporting and marketing documents from their early stages through publication. Our flexible approach allows us to develop cost effective documents with the creative style and format you prefer without sacrificing the quality of the end product. All finished documents are provided in HTML for excellent online quality and proofs are reliably and quickly delivered via email.

Services we provide:

EDGAR Conversion and Standard Financial Document Services
  • Prospectuses
  • Annual & semi-annual shareholder reports
  • Shareholder statements
  • Fund profiles
  • Applications
  • S-1, S-3, S-4, S-6, S-8, S-11 and 424 registrations
  • Proxy and Information statements (14A, 14C)
  • 10-Q, 10-K, 6-K, 8-K and 20-F reports
  • Section 16 Forms 3, 4, 5
  • Schedules 13D/13G and Form D
  • Custom Printing Solutions
Custom Printing Solutions
  • Brochures
  • Fact sheets
  • Business cards
  • Letterhead
  • Flyers
  • Envelopes
  • Invitations
  • Custom cards
Promotional Products
  • Polos
  • Tee-Shirts
  • Custom Golf Balls
  • Pens
Large Format and Conference Printing
  • Outdoor banners
  • Banner stands
  • Fabric banners
  • Table covers
  • Tabletop displays
  • Promo products
Want to Know More?

Interested in learning more about our solutions? We want to hear from you.

Institutional Strength Boutique Service

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.

Ultimus Fund Solution

8778 UFS 2/18/2022

Ultimus Fund Solution