May 9, 2018 | Press Release
Firm leverages Ultimus’ experience to provide full suite of services
CINCINNATI, OHIO – May 9, 2018 - Ultimus Fund Solutions®, LLC (Ultimus®), one of the largest independent providers of fund servicing, announced today that it has been selected by Jewish Values Investment Funds, LLC to provide a full range of services for their fund. Jewish Values Investment Funds, a Woodland Hills, California based investment adviser, will launch The Six Thirteen Core Equity Fund (the Fund) in Ultimus’ Valued Advisers Trust (VAT), a series trust with over $1 billion in assets under administration.
Jewish Values Investment Funds is an independent boutique firm that focuses on creating investment strategies that are aligned with Jewish values, including the principles of tikkun olam (repairing the world), promoting the development and growth of the Israeli economy, as well as tzedakah (charity and social justice). The firm recognizes that the absence of socially responsible, Jewish faith-based mutual funds represents a significant underserved market segment. With backgrounds in wealth management, the principals of the firm possess a tremendous foundation of investment knowledge.
“We are enthusiastic about the opportunity to work with the Jewish Values Investment Funds,” said Mark Seger, Co-CEO and Managing Director of Ultimus. “Investing in this unique area of the marketplace and learning about this sector brings light to the types of innovative funds that our firm is excited to pursue. As with any client, we work endlessly to put each of our advisers in a position to succeed. We look forward to working with them for years to come.”
"After recognizing the abundance of other faith based mutual funds and ETF’s available to investors, and noticing a clear void of investment options for the Jewish community, we knew something had to change. Now more than ever people are interested in observing the impact their investments make in the world, and to bring the only Jewish values based mutual fund to the community is a tremendous honor. Taking an innovative approach to Jewish values, an opportunity to support Israel, and giving back to the community has been a very exciting process to create," commented Justin Ross, Managing Partner of Jewish Values Investment Funds.
As part of VAT, the Fund will receive Ultimus’ first-class services including fund administration, compliance, fund accounting, financial administration, transfer agency and distribution. The series trust structure of VAT provides operational efficiencies for the Fund while allowing the firm to quickly leverage cost efficiencies to focus on marketing and distribution initiatives.
About Ultimus Fund Solutions, LLC
Ultimus Fund Solutions provides highly customized and comprehensive middle and back office services to investment advisers. Ultimus’ high-quality services include solutions for mutual funds, separately managed accounts, private investment funds and other pooled investment structures.
Our offering comes with a deep commitment to excellence, achieved through our investments in both talent and technology, with constant focus on maintaining our boutique service culture. As a result, Ultimus has stood out as an award-winning, trusted business partner to investment advisers and fund families since 1999.
Ultimus’ comprehensive service solutions are performed by seasoned teams of accountants, attorneys, paralegals, application developers and other professionals with a wealth of financial services experience. For more information, visit www.ultimusfundsolutions.com.
Due to its socially responsible investing strategy, the Fund may choose not to purchase, or may sell, otherwise profitable investments in companies which have been identified as being in conflict with its established socially responsible investing principles. This means that the Fund may under perform other similar mutual funds that do not consider socially responsible investing principles in their investing.
You should carefully consider the investment objectives, potential risks, management fees, and charges and expenses of the Fund before investing.The Fund’s prospectus contains this and other information about the Fund, and should be read carefully before investing.You may obtain a current copy of the Fund’s prospectus by calling (800) 824-5041.The Fund is distributed by Ultimus Fund Distributors, LLC.
Investing involves risk, including loss of principal. There is no guarantee that this, or any, investing strategy will succeed.