Linkedin Twitter About Resources Clients Contact Us Boutique Service & Institutional Strength. A Strong and Stable Fund Servicing Partner. Connecting With You for the Long Term. Ultimus Fund Solutions provides financial advisers and institutions an ever-expanding suite of administration and accounting services, modern investor servicing tools, and distribution support for their registered and private investment products. We partner with you to provide integrated and customizable services, manage complexity, and help you build critical financial industry connections that may allow you to expand distribution of your strategies and grow your assets. With $220+ billion in assets under administration and 750+ professionals, our strength gives us the resources to help both financial professionals and investors flourish in today’s increasingly sophisticated and dynamic investment landscape. Get in touch with us to learn more Q&A Session on ETF Trends in 2021 Part 1: Principal Factors Driving Investors to ETFs Click to view Parts 2 – 8 of our ETF Trends series found on our video library page. Launching a mutual fund? Check out our new resource page and e-book. Launching a ’40 Act mutual fund may significantly expand an adviser’s business while broadening their product solutions footprint. When considering starting a mutual fund, there are many key variables to keep in mind, such as the timeline, structure, costs, marketing, distribution and regulatory requirements. Learn more about mutual funds Why Ultimus? At Ultimus, we invest in best-in-class technology and put our team of experienced, top quality professionals to work for you. We partner with you to learn the nuances and complexities of your business, how you define success, and how to work most effectively for you in order to provide you customized services throughout the entire lifecycle of your funds. Get in touch with us to learn more Client Spotlight dedicated to you From the Blog The Rise Of ESG And The Importance Of ESG Data By Jason Stevens, Chief Technology Officer| November 18, 2021|Categories: Data Management, Registered Funds Introduction ESG is a hot topic. That’s not surprising given the sums of money flowing into Environmental, Social and Governance (ESG) strategies. Investments in ESG strategies grew 42% from [...] The DOE Man (Or Woman) Cometh: How To Prepare For An SEC Exam By Brian Privor, Chief Regulatory Officer, Ultimus Fund Solutions| November 2, 2021|Categories: Compliance, Legal Fund Administration, Regulatory Receiving an examination notice, particularly for the first time, from the Securities and Exchange Commission’s (“SEC”) Division of Examinations (DOE, formerly known as OCIE, Office of Compliance Inspections and [...] View The Blog News & Press Ultimus Names Nicole Tichota To Senior Transfer Agent Services Position By Katie Guy| November 3, 2021|News and Press Categories: Registered Funds Cincinnati, OHIO – November 3, 2021 – As a leading independent provider of full service, technology-enhanced fund administration, accounting and investor solutions, Ultimus Fund Solutions® (Ultimus®) is pleased to welcome [...] Ultimus Plays Pivotal Operations Role In New Age Alpha ETF Launch By Ultimus| September 14, 2021|News and Press Categories: ETF (exchange traded fund) , Hedge/Alternative Funds , Registered Funds CINCINNATI, OHIO – September 14, 2021 – Ultimus Fund Solutions® (Ultimus®), a leading independent, tech-enabled provider of full-service fund administration, accounting, and investor solutions, is pleased to announce its pivotal [...] View All News Upcoming Events There are no upcoming events to display at this time. View All Events 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