Latest News and Press Releases

Ultimus is proud to announce that current client, Kingsview Wealth Management, once more turned to Ultimus to assist in four new ETF launches.

Ultimus is proud to announce its relationship with CAZ Investments in supporting the launch of the CAZ Strategic Opportunities Fund.

Ultimus is pleased to announce its exciting new partnership with PennHaven Brokerage Partners.

Ultimus is pleased to announce the expansion of its relationship with Absolute Investment Advisers to support a diverse slate of investment products.

Ultimus is pleased to announce Meketa Capital has launched its first investment product offering in the ’40 Act registered fund space.

Ultimus has been honored with three prestigious awards at the highly competitive Fund Intelligence Operations and Services Awards.

Ultimus assists in the launch of new actively managed ETFs for Brookstone Asset Management.

The Ultimus Group experienced continued growth in 2023 boosting assets under administration to over $500 billion.

Ultimus will provide an enterprise-wide solution for Grandeur Peak for middle office operations and fund administration for private funds and mutual funds.

Ultimus chosen as new service provider based on flexibility and consultative approach for administration of Hodges Capital's multiple mutual funds.