Series Trust

Over the years the mutual fund industry has experienced tremendous growth in what many market participants refer to as the 'series trust' model. A series trust is typically designed for investment managers who want to start their own mutual funds without the complexities associated with organizing a proprietary trust.

A series trust enables investment managers to bring mutual funds to market in an efficient and cost-effective manner. Investment managers can focus on managing money and growing assets while Ultimus performs back office services such as fund administration, fund accounting, transfer agency and shareholder services.

Our series trust options are an excellent solution for investment managers who want to enhance their product lines by offering mutual funds. If you are interested in launching a mutual fund, contact us now about getting started.

Learn more about our series trust structure and services in our fact sheet.

Each series trust already has selected: trustees, officers, fund counsel, distributor, auditors, and custodians.