Ultimus Collaborates with PlanRock Investment Management in the Launch of Two ETFs
September 24, 2024 09:00 ET
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Ultimus Fund Solutions
Ultimus is proud to announce its collaboration with PlanRock to assist the firm in successfully launching its first two actively managed ETFs.
Westwood Holdings Group Expands Relationship with Ultimus Fund Solutions
July 30, 2024 08:20 ET
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Ultimus Fund Solutions
Ultimus is pleased to announce the expansion of its longstanding partnership with Westwood through the successful launch of two new actively managed ETFs
Kingsview Wealth Management Expands Servicing Relationship with Ultimus to Assist in Launch of Four New ETFs
May 21, 2024 09:50 ET
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Ultimus Fund Solutions
Ultimus is proud to announce that current client, Kingsview Wealth Management, once more turned to Ultimus to assist in four new ETF launches.
Ultimus Supports Launch of CAZ Strategic Opportunities Fund
May 14, 2024 10:00 ET
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Ultimus Fund Solutions
Ultimus is proud to announce its relationship with CAZ Investments in supporting the launch of the CAZ Strategic Opportunities Fund.
Ultimus Partners with PennHaven Brokerage Partners to Provide Outsourced Trading Services with its Middle Office Solutions
April 02, 2024 08:20 ET
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Ultimus Fund Solutions
Ultimus is pleased to announce its exciting new partnership with PennHaven Brokerage Partners.
Absolute-Ultimus Partnership Continues to Grow as Asset Investment Firm Expands Fund Services Mandate
March 12, 2024 09:20 ET
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Ultimus Fund Solutions
Ultimus is pleased to announce the expansion of its relationship with Absolute Investment Advisers to support a diverse slate of investment products.
Meketa Capital Launches Infrastructure Interval Fund with Assistance from Ultimus
March 05, 2024 08:20 ET
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Ultimus Fund Solutions
Ultimus is pleased to announce Meketa Capital has launched its first investment product offering in the ’40 Act registered fund space.
Ultimus Selected in Launch of Brookstone’s Eight New Exchange-Traded Funds
January 30, 2024 08:40 ET
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Ultimus Fund Solutions
Ultimus assists in the launch of new actively managed ETFs for Brookstone Asset Management.
Ultimus Experiences Firm-Wide Growth, Boosting AUA over $500B
January 16, 2024 09:52 ET
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Ultimus Fund Solutions
The Ultimus Group experienced continued growth in 2023 boosting assets under administration to over $500 billion.
Grandeur Peak Selects Ultimus as Enterprise Service Partner
January 09, 2024 09:20 ET
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Ultimus Fund Solutions
Ultimus will provide an enterprise-wide solution for Grandeur Peak for middle office operations and fund administration for private funds and mutual funds.