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 een 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/.
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