Linkedin Twitter About Resources Clients Contact Us Mutual Funds Comprehensive solutions for open-end mutual funds and closed-end interval funds Home>Registered Funds>Mutual Funds As a growth-minded investment firm looking to launch, reorganize, or convert a mutual fund, you need a consultative partner that can offer you comprehensive mutual fund services and beyond. Ultimus is that partner. Through our decades of experience, we have built a reputation as a high touch, high integrity firm that offers a full suite of in-house services and advanced technology solutions to both service your funds and provide distribution support to help your strategies reach new investors. The Ultimus Difference: A Fit for all Fund Sizes & Types Our boutique quality service model with institutional capacity meets the needs of a wide variety of fund sizes – from large standalone fund trusts to startups and everything in between. As a leader in helping establish access to alternative investment strategies via liquid structures such as mutual funds or ETFs, we are also well-equipped to handle sophisticated, complex, and innovative strategies. Ultimus’ service offerings are custom-designed to be an extension of your back office. We help you execute your mutual fund model by offering you fully customizable, cost-effective core services while seamlessly integrating with your workflow and processes as though we are a continuation of your team, not a separate entity. Whether you’re starting a new mutual fund or have existing funds, we have solutions and the experienced team to help you succeed. Learn more about: LAUNCHING A MUTUAL FUND CONVERTING AN EXISTING FUND FUND SERVICES Thinking of Launching a Mutual Fund? Start here. Innovation in Data Analytics Click to listen to Chief Technology Officer, Jason Stevens, discuss Ultimus’ uCONNECT™, a proprietary investment-manager-facing application designed to connect firms to their data, reports, dashboards, and insights into their funds. Why Mutual Funds are Still Relevant Click here to hear the panel discussion from industry experts, moderated by Diana Britton, Managing Editor at WealthManagement.com. James Tamposi, Senior Analyst, Institutional at Cerulli Associates Pat Newcomb, Director of BenchMark Research at FUSE Research Network Alma Piscitello, EVP, Relationship Management, Ultimus Fund Solutions. Ultimus' Services for Mutual Funds Trust Options: Series and Standalone Fund Administration and Services Let’s Talk Contact a member of our team. The Ultimus Group, LLC is an Equal Opportunity Employer. All rights reserved. Copyright © 2021 Ultimus Fund Solutions Terms of Use 11490309044 UFS 11/19/2020 Privacy Policy 8421 UFS 8/13/2020 Online Privacy Policy 8420 UFS 8/13/2020 DISCLOSURE: Information contained on this website is based on public data, historical agreements and dialogue with intermediaries. Such information represents our current understanding of the described platforms and the costs associated with them. In many cases, such costs may be negotiable. All pricing and fee information is subject to change without notice. 2080-NLD-7/31/2019 | 8054-UFS-7/31/2019