Ultimusfundsolutions Presentations & Investor Relations material

Ultimus Fund Solutions, LLC provides highly customized and comprehensive middle and back office services to midsize and smaller investment management firms. Ultimus offers service solutions for mutual funds, including fund organization, fund administration, fund accounting, transfer agent and distribution services for both open- and closed-end funds, plus turnkey solutions for collective investment trusts. Ultimus' middle office service solution for separately managed accounts and private funds encompasses managing the technology infrastructure and operations to manufacture the data, enabling delivery of detailed reports to advisors, investors, and regulators. Ultimus' comprehensive services are performed by teams of accountants, attorneys, paralegals and other professionals with a wealth of financial services experience.