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Home > Financial Services > Stock Brokers > Ultimus Fund Distributors, Llc

Ultimus Fund Distributors, Llc

Ultimus Fund Distributors is a member of NASD, the National Association of Securities Dealers. NASD is a self regulatory organization of the securities industry responsible for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of 7 exams.

At Ultimus, they are dedicated to providing the highest quality mutual fund solutions. Their vision to be the premier service provider for small to medium sized mutual funds is grounded in over 60 years of service. And experience has told them that while growth is important, it should never impede exceptional service. They achieve this every day by maintaining a small company environment and limiting the number of clients they support.

Because you’re Fund Matters, they are committed to working with industry leading technology to bring you and your shareholders ultimate service for peak performance. In the heart of it all is your fund and your shareholders. At Ultimus, they take care of comprehensive mutual fund services so you can focus on what's important to you managing assets and serving your clients. They provide fund start up and organization services, fund administration, fund distribution, fund accounting and pricing, transfer agent and shareholder services. Investigate the links to better understand what they do and how they can service you and your fund.

The Company mainly having services such as, Fund Organization and Start up Services. Fund Administration, Fund Accounting and Pricing. At Ultimus, they offer complete organizational services for your fund. They provide everything you need to meet your requirements, as well as those of your shareholders.

Ultimus furnishes a comprehensive set of start up services to get your fund up and running quickly so you can stay focused on your core business. They provide comprehensive fund administration services so you can focus on your strengths: investment management and asset gathering. They offer a complete range of specialized, cost effective administration services customized to meet your individual needs.

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