ULTIMUS FUND SOLUTIONS

Ultimus Fund Solutions provides investment firms with customizable, full-service administration, accounting, and investor servicing solutions. Contact us today... For registered fund managers, Ultimus Fund Solutions provides comprehensive administration solutions for mutual funds, ETFs, interval or tender offer funds, collective investment trusts, business development companies, variable insurance trusts, and public plans such as 529 plans or local government investment pools... As one of the largest independent fund administration providers in the U.S., Ultimus Fund Solutions and our affiliate, Ultimus LeverPoint Private Fund Solutions, offer full-service fund administration, fund accounting, transfer agent, and investor servicing solutions and support for registered funds, private funds and public plans. By combining cutting edge technology with high-touch consultative service, we provide solutions designed to meet the individual fund administration needs of various sized firms..

Primary location: Cincinnati United States