At Ultimus, we tailor our comprehensive mutual fund services to meet the unique needs of various sized fund groups, offering both series trust and standalone trust solutions. Whether you’re starting a new mutual fund or ETF or have existing funds, we have solutions that may help you grow your business. Our mutual fund creation experience has long been established. In addition, we have gained extensive experience managing conversions over the past decade, which means we’ve honed our processes in order to make the transition as seamless for you as possible. You can depend on our industry expertise and proven methodology to help you establish or reorganize your funds with Ultimus.
Ultimus’ Services for Registered Funds:
Ultimus Distribution Advantage
Ultimus clients are granted exclusive access to Ultimus’s Distribution Advantage Program, which provides detailed distribution planning information, tools, and support. The Distribution Advantage program offers details regarding intermediaries in the financial services industry, such as data about fees, minimum requirements, and underlying platforms and programs. You will also find other tools, such as a calendar of upcoming events and industry conferences and directory listings for marketers, website designers, third party marketers, and data providers, that can help you maximize your distribution program.
Specifically, find information about:
- Platforms, channels, and pricing
- Software programs and databases
- Industry conferences and organizations
- Marketing and PR considerations
Contact us to learn more or request a login.