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.
Fund Services Courtney 2019-07-30T17:00:53-04:00