Ultimus Receives Highest Scores in Independent Industry Survey

Ultimus
Fund Solutions®, LLC (Ultimus®), one of the largest
independent providers of mutual fund servicing, is delighted to announce
that the firm, once again, received the highest overall scores in the
Global Custodian Mutual Fund Administration Survey. Based on survey
results, Ultimus earned both the Market Outperformer and Category
Outperformer accreditations for the fourth consecutive year.

The survey results demonstrate Ultimus’ continued emphasis on providing
high-quality service.

The annual Mutual Fund Administration Survey, circulated by Global
Custodian to fund managers, recognizes North American mutual fund
service providers and the levels of service they provide. Fund managers
evaluated their respective service providers on quality of service in
eight different categories, including relationship management and client
service, value delivered, fund accounting, transfer agency, distribution
support, reporting, compliance, and finally operations and custody.
Ultimus received the highest overall average score, 6.94 out of 7.0, and
the highest score in each of the eight categories.

“We are ecstatic to learn that we received remarkable scores again from
our clients this year,” said Bob Dorsey, Co-CEO and Managing Director at
Ultimus. “Providing high-quality, personalized service was the vision we
set when we started the firm 19 years ago. It is extremely important to
us to have this as a driving force in our business culture. The survey
results reinforce our strength in service and value.”

According to survey results as reported in Global Custodian, clients of
Ultimus shared all-encompassing comments, such as the following: “We
have found the entire staff to be attentive, professional, responsive,
and highly skilled in fund administration, accounting, compliance,
transfer agency, and shareholder servicing, combining to provide
outstanding, turnkey fund servicing.”

Many of the cited client comments reflect the professionalism of
Ultimus’ personnel. Other comments communicate the level of service
received, “Ultimus is exceptional in every category,” plus “the people
of, and technology used by, Ultimus drive their exceptional results,”
and, Ultimus staff are “always quick to respond to calls, very easy to
work with, truly professional in all areas.”

“As we continue to grow the firm in both size and solutions, we are
always mindful of the level of service we are providing to our clients,”
said Gary Tenkman, President and Managing Director at Ultimus. “We are
focused on ensuring our service levels remain a priority over the long
haul and will continue to make the investments in our professionals and
technology that allow us to do so.”

About Ultimus Fund Solutions, LLC

Ultimus Fund Solutions provides highly customized and comprehensive
middle and back office services to investment advisers. Ultimus’
high-quality services include solutions for mutual funds, separately
managed accounts, private investment funds and other pooled investment
structures.

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.

Ultimus’ comprehensive service solutions are performed by seasoned teams
of accountants, attorneys, paralegals, application developers and other
professionals with a wealth of financial services experience. For more
information, visit www.ultimusfundsolutions.com.

View source version on businesswire.com: https://www.businesswire.com/news/home/20180710005215/en/

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