Ultimus Fund Solutions

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Ultimus Fund Solutions has been providing personal and comprehensive mutual fund services to small- and medium-sized fund groups for more than 50 years. It offers fund administration, distribution, accounting and transfer agency services. The company provides technical support and operational consulting services. Ultimus Fund Solutions assists clients in preparing and filing registration statements and reports, as well as prepares materials for board meetings. In addition, it coordinates and arranges for various insurance and prototype retirements plans. The company helps in filing regulatory reports, as well as monitoring tax compliance calculations. Ultimus Fund provides optimized management reporting and transaction processing services. The company is located in Cincinnati.