Thank you to our clients who validated our firm’s commitment to best-in-class service. Based on Global Custodian's 2019 Mutual Fund Administration Survey, Ultimus earned both the Market Outperformer and Category Outperformer accreditations for the fifth consecutive year.
Team Ultimus is excited to share our recently updated brand and logo, visually demonstrating our boutique service and institutional strength for #assetmanagers, #advisers, and #sponsors. Visit: https://t.co/6rl6dFwro9
With over a year’s worth of preparation and lots of internal teamwork & coordination to complete 100+ data fields, we've successfully filed N-PORTs & N-PORT EXs w/ the SEC on behalf of our client funds. Congrats Team Ultimus for completing this before the 5/30 deadline!
If you are going to be in the Denver area…please join us for our co-hosted Qualified Opportunity Zones Event, “QOZs - The changing landscape for deal-makers” on May 21 from 2-5PM. Register here: https://t.co/pB4XBjIXiN
Did you know timing is KEY for investors and funds when it comes to Opportunity Zones? Learn More: https://t.co/r1322y3h04 #ultimusplusgemini#opportunityzones # taxprovisions
Data panelists outline success factors for registered/private funds. Panelists discuss examples of where segmentation was successful. Hear the discussion: https://t.co/6rI6vtx0Aq #ultimusplusgemini#leveragingdata#segmentation
We are excited to welcome Ian Martin to the team! His notable expertise in mutual fund processing and quality control will be a great addition to help us focus on delivering the award-winning client service we are known for. Learn More: https://t.co/9FLochwbjr #ultimusplusgemini
With an office in NE, it's hard to put into words all the damage done this past week in Nebraska and surrounding Midwest states. Thoughts and prayers to all the affected communities and first responders and volunteers as they fight to save their towns. #nebraskastrong#positivity