ETFs
Kingsview Wealth Management expands its services relationship with Ultimus to help launch four new ETFs
Ultimus Fund Solutions
Ultimus will serve as fund administrator for the newly launched ETF series
CINCINNATI, May 21, 2024 (GLOBE NEWSWIRE) — Ultimus® fund solutions (Ultimus®), a leading independent provider of technology-enhanced, full-service fund administration, accounting and investor solutions, is proud to announce that its current client, Kingsview Wealth Management, LLC (“Kingsview”), once again turned to Ultimus for help. in four new ETF launches. Ultimus first collaborated with Kingsview in March 2021 to support the launch of the first three Monarch ETFs. Understanding the need to provide a broader range of products to investors, Kingsview recently selected Ultimus to help launch four additional ETFs, bringing the total number to seven in the fund family.
Ultimus’ customizable operating model, experienced team of ETF industry professionals and established relationships within the ETF ecosystem have enabled Kingsview to offer 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, the launch went smoothly, and I am confident that this was in large part due to the highly experienced and capable team at Ultimus,” Patel said. “They were extremely helpful in launching our first series of ETFs 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 new ETF offerings and look forward to growing our partnership with Ultimus, enabling us to realize our future goals.
The Ultimus team thrives on working with investment firms on their specific objectives and takes pride in completing the process thoroughly and efficiently. “For existing customers, Ultimus is exceptional at leveraging current connectivity and operational workflows to enable subsequent launches to be executed seamlessly,” shares Ultimus EVP and Head of Administration and Product. funds, Kevin Loup. “Our goal is to facilitate companies’ investment goals using our innovative technology and proven operational processes, and we are very pleased to support a partner in expanding their product line.
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 their clients’ success. Guiding clients through detailed operational processes using Ultimus’ remarkable comprehensive, personalized service model to help them diversify and expand their investment offerings remains a firm-wide priority.
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About Ultimus
Ultimus Fund Solutions (Ultimus) is a leading provider of comprehensive, technology-enhanced, full-service fund administration, accounting, middle office and investor solutions to support the servicing of registered funds, funds alternative investment funds, such as interval and public offering funds, private funds and public funds. plans. The company also offers custom structures designed for the unique needs of pensions, endowments, foundations and other large institutions. Ultimus’ service offering is accompanied by a deep commitment to excellence, achieved through continued investments in talent and technology, with an emphasis 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 1,000 accountants, lawyers, paralegals, application developers, fund administrators, financial specialists, compliance and many others with years of experience in the compliance field. the financial services sector. Serving more than 1,800 traditional and alternative funds in total, Ultimus helps investment managers and fund families thrive in today’s increasingly sophisticated and dynamic investment landscape. For more information, visit www.ultimusfundsolutions.com.
COD00000150 05/20/24
