Kingsview Wealth Management Expands Servicing Relationship with Ultimus to Assist in Launch of Four New ETFs
21 Mayo 2024 - 8:50AM
Ultimus Fund Solutions® (Ultimus®), a leading independent provider
of full-service, technology-enhanced fund administration,
accounting, and investor solutions, is proud to announce that
current client Kingsview Wealth Management, LLC (“Kingsview”) once
more turned to Ultimus to assist in four new ETF launches. Ultimus
first collaborated with Kingsview in March of 2021 to support the
launch of the three initial Monarch ETFs. Understanding the need to
provide a more expansive product line to investors, Kingsview
recently selected Ultimus to assist in launching four additional
ETFs, bringing the total number to seven in the fund family.
Ultimus’ customizable operational model, experienced team of ETF
industry professionals, and established relationships within the
ETF ecosystem enabled Kingsview to provide a wider variety of
investment strategies to investors.
Yash Patel, CFA, and Portfolio Manager, appreciates and values
Ultimus' seasoned experience in the ETF landscape. “Operationally,
this was a very smooth launch, and I have no doubt that this was
due in large part to Ultimus’ highly experienced and skilled team,”
said Patel. “They were extremely helpful in the launch of our first
round of ETFs back in 2021, which is why we had no hesitation in
deciding to work with them in the development of our latest
products. We are extremely proud of our newest ETF offerings and
look forward to growing our partnership with Ultimus, ultimately
enabling us to bring future goals to fruition.”
The Ultimus team thrives on collaborating with investment firms
on their specific objectives and prides itself on completing the
process thoroughly and efficiently. “For existing clients, Ultimus
is exceptional at leveraging the current connectivity and
operational workflows to allow ensuing launches to be executed
seamlessly,” shares Ultimus EVP and Head of Fund Administration and
Product, Kevin Wolf. “Our goal is to facilitate firms’ investment
objectives by utilizing our innovative technology and proven
operational processes, and we take great satisfaction in supporting
a partner with the expansion of their product suite.”
As clients continue to collaborate with Ultimus to achieve their
goals, it is a testament to the highly dedicated and experienced
team that cares about the success of its clients. Guiding clients
through detailed operational processes utilizing Ultimus’ notable
comprehensive, customized service model to help them diversify and
expand their investment offerings always remains a company-wide
priority.
About Ultimus
Ultimus Fund Solutions (Ultimus) is a leading provider of
full-service tech-enhanced fund administration, accounting, middle
office, and investor solutions to support the servicing of
registered funds, alternative investment funds, such as interval
and tender offer funds, private funds, and public plans. The
company also offers customized structures designed for the unique
needs of pensions, endowments, foundations, and other large
institutions. Ultimus’ service offering comes with a deep
commitment to excellence, achieved through continuous investments
in both talent and technology, with focus on our consultative
approach and boutique service culture.Headquartered in Cincinnati,
Ohio with offices in other major cities such as Denver, New York,
and Philadelphia, Ultimus employs more than 1000 seasoned
accountants, attorneys, paralegals, application developers, fund
administrators, compliance specialists, and many others with years
of experience in the financial services industry. Servicing over
1,800 total traditional and alternative funds, Ultimus helps
investment managers and fund families flourish in today’s
increasingly sophisticated and dynamic investment landscape. For
more information, visit www.ultimusfundsolutions.com.
COD00000150 5/20/24