Through broad experience and best-in-class technology, Ultimus provides comprehensive services for many specialized types of registered fund products. We listen to your business mission and expectations, and help you select the best product to reach your goals. As your trusted business partner, our consultative approach allows you to focus on gathering assets and managing your products.
Types of Commingled Funds Ultimus Services :
Registered Fund Services & Solutions
Expand Your advisory Practice to Qualified Plans through a Lower Cost Pooled Vehicle
Learn more about Collective Investment Trusts.
Interval Funds Panel Discussion
Click here to hear the panel discussion from industry experts, moderated by Susan Barreto, Editor at Large, HFM Global.
John Grady, Partner, Alternative Investments at Practus, LLP
Rob Velotta, CPA, MT, Partner – Tax, Cohen & Co
Kevin Guerette, VP, Director of Distribution Strategies, Ultimus Fund Solutions
Rob Velotta, CPA, MT, Partner – Tax, Cohen & Co
Kevin Guerette, VP, Director of Distribution Strategies, Ultimus Fund Solutions