Ultimus provides comprehensive mutual fund services to new and existing, open and closed-end fund groups. Our team of Passionate Professionals provides services including fund organization, fund administration and distribution, fund accounting and pricing, transfer agent and shareholder services.
At Ultimus, our senior management team of seasoned veterans, with 20 years average mutual fund industry experience, combined with industry leading technology and operational best practices delivers customized and innovative Smart Solutions to produce high quality Remarkable Results for investment managers and their funds.
“At Ultimus, we believe in being actively involved in innovation and are pleased to be a founding sponsor of the Institute for Innovation Development. Through active innovation we want to inspire our clients, prospective clients, and business partners to achieve higher goals. With the development of the Institute, investment advisers can easily connect with informational resources to grow their business.”