Ultimus Press Release

Ultimus Fund Solutions Takes Home Two Awards from the Global Custodian Awards Dinner

Awards prove Ultimus’ dedication to clients and service

CINCINNATI, OHIO – DECEMBER 5, 2017 – It is with significant gratitude to our clients that Ultimus Fund Solutions®, LLC (Ultimus®), announces it was the recipient of two awards from the 2017 Global Custodian Industry Leaders Awards. Ultimus, one of the largest independent providers of mutual fund, pooled investment and middle office services, received the awards for Best Overall Performance for Mutual Fund Administration, and, for the second year in a row, the Quality of Personnel Award. The awards dinner, recognizing the industry’s top leaders, was held in New York City at Chelsea Piers on November 30, 2017. Ultimus’ CEO and Managing Director, Bob Dorsey, was in attendance to accept the awards.

“Words cannot express how thrilled I am that we won these two incredible awards,” said Bob Dorsey. “These just prove how dedicated our team is to providing quality service to our clients. For almost two decades, we have focused on providing high-level client-centric service. These honors validate our business model that we constructed back in 1999 is working, and working well. We are dedicated to hiring top-level professionals who will best meet the needs of our clients.”

Also in 2017, Ultimus was recognized by Global Custodian, for the third consecutive year, with both the Market Outperformer Award and Category Outperformer Award based on the publication’s mutual fund administration survey. In addition, Ultimus was acknowledged with the Best Administrator – Under $100Bn in Assets Under Administration award at Fund Intelligence’s Mutual Fund Service Awards.


About Ultimus Fund Solutions
Ultimus Fund Solutions provides highly customized and comprehensive middle and back office services to investment advisors. Ultimus offers service solutions for mutual funds, including fund organization, fund administration, fund accounting, transfer agent and distribution services for both open- and closed-end funds, plus turnkey solutions for collective investment trusts.

Ultimus’ middle office services, for separately managed accounts and private funds, encompass managing the technology infrastructure and operations to manufacture the data, enabling delivery of detailed reporting to advisors, investors, and regulators. Ultimus’ comprehensive middle and back office services are performed by teams of accountants, attorneys, paralegals and other professionals with a wealth of financial services experience. For more information, visit www.ultimusfundsolutions.com.

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