Ultimus Launches Resource Marketplace, Enhancing Distribution Advantage Program for Mutual Fund Clients
Summary
By working together with industry partners experienced in the asset management and distribution arena, Ultimus provides adviser clients with service offerings for areas such as marketing, data intelligence, wholesaling and product updates, all to facilitate their asset gathering efforts and growing their mutual funds.“We expanded our focus on providing tools for mutual fund distribution, creating value-added content and programs which allow clients to benefit from the relationships we have built with our business partners,” said Kevin Guerette , VP, Director of Distribution Strategies and President of Ultimus Fund Distributors.Ultimus Fund Solutions provides highly customized and comprehensive middle and back office services to investment advisers.Our offering comes with a deep commitment to excellence, achieved through our investments in both talent and technology, with constant focus on maintaining our boutique service culture.As a result, Ultimus has stood out as an award-winning, trusted business partner to investment advisers and fund families since 1999.