The recent Ultimus 2026 Client Summit provided an informative industry event designed to offer an insightful update on the state of the asset management Industry for both registered and private asset managers and RIA clients.

[A number of investment strategies were born specifically from a desire to solve personal, real-world problems or unmet investor needs.

[Maximizing after-tax returns by combining superior stock selection with rigorous and active tax management, once only available to UHNW investors,  has become an integrated investment option with growing accessibility to the mass investm