Ultimus Fund Solutions

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Ultimus Fund Solutions, LLC
Gary Tenkman
CEO
225 Pictoria Drive, Suite 450
Cincinnati, OH 45246
513-587-3400
gtenkman@ultimusfundsolutions.com
www.ultimusfundsolutions.com
Year FA services began: 1985

Ultimus Fund Solutions is a leading provider of full-service fund administration, accounting, investor servicing and distribution solutions for servicing of registered funds, private funds and public plans, including structures designed to support the unique needs of pensions, endowments and foundations. Trusted by institutional investors, investment consultants, registered investment advisers, state governments and private fund managers, the company provides solutions for nearly every pooled investment structure.

With operations dating back to 1983, Ultimus has been serving the financial services industry for nearly four decades. Through our unwavering commitment to client needs, coupled with our well-versed knowledge of industry rules and regulations, Ultimus is the largest independent (non-bank, non-public) provider, delivering all services from onshore U.S. locations.

Ultimus partners with investment managers to deliver institutional strength offerings with boutique service levels via an integrated, client-centric delivery model, helping to reduce total cost of ownership. Streamlined operational processes, secure procedures and trusted governance allow Ultimus clients to focus on growing their assets, confident they have placed their fund's operations in experienced hands.

As a result of our commitment to client service, Ultimus has been independently ranked #1 in the Global Custodian Survey for five years in a row. Ultimus also earned the Mutual Fund Administrator of the Year award three years in a row.

Focus on Fund Services
The company's singular focus on delivering responsive client services varies vastly from the rigid and complicated standards typically associated with large bank-owned or public firms. Since fund services is our core business, all of Ultimus' earnings are invested directly back into our business, helping drive continuous advancements in systems, services, and processes. As a privately held company, Ultimus operates with a clear focus on client service and an unwavering longterm dedication to performing as a superior partner for our clients.

Best-of-Breed Technology
Our core accounting (InvestOne) and recordkeeping (Envision) platforms are lauded as the leading industry solutions. To further enable automated system workflows, Ultimus developed an unparalleled set of proprietary programming applications allowing our professionals to focus on exception-based processing and provide valued client service.