CINCINNATI--(BUSINESS WIRE)--Ultimus Fund Solutions, LLC (Ultimus), one of the largest independent providers of mutual fund services to the financial industry, is pleased to announce its 15th business anniversary this month. This milestone reinforces the firm’s ability to continually provide value to its clients amid changing market conditions, investor expectations and regulatory requirements. The firm has grown steadily since its inception, expanding its client base, team of experts and service offerings -- establishing itself as a leader in the fund operations space along the way.
“We founded our firm 15 years ago with the goal of being a true business partner to our clients, not just another service provider – and we’ve accomplished that,” said Bob Dorsey, Co-Founder and Managing Director at Ultimus. “While the mutual fund business has changed dramatically, we’ve stayed true to our vision and stayed focused on our clients’ success, and that’s what has helped us stay relevant for so long. We are extremely proud of what we’ve accomplished and we’re tremendously grateful to our clients and business partners who have been so integral to our success along the way. We couldn’t have done it without them and we look forward to growing with them for many more years to come.”
Since founding in 1999, Ultimus has continually grown its team of experts and its service offering to better meet the needs of its client base. Some of those enhancements include establishing a series trust, launching a strategic fund distribution offering and adding industry veterans with deep expertise in distribution, fund operations, compliance, liquid alternatives, middle office services and hedge fund administration, among others.
“From day one we’ve always believed our purpose is to provide the strategy and support that allows fund managers to be more successful at what they do,” said Mark Seger, Co-Founder and Managing Director at Ultimus. “That purpose remains the same today, but the environment we operate in and the needs of our clients are never static. That’s why we’ve continually invested in our people and processes so we can stay ahead of the curve and our clients can focus on what they do best, growing their businesses. We look forward to many more years of success for Ultimus and our clients.”
About Ultimus Fund Solutions
Ultimus Fund Solutions provides highly customized and comprehensive mutual fund services to small-and medium-sized fund groups. The company offers mutual fund startup and organization services, fund administration and distribution, compliance and middle office services, fund accounting and pricing, and transfer agent and shareholder services for both open-end and closed-end funds. Ultimus’ broad range of services are performed by teams of CPAs, attorneys, paralegals and other professionals with a wealth of financial services experience.
For more information, visit http://www.ultimusfundsolutions.com/.