Mar 13-16 // ICI Mutual Funds & Investment Mgmt Conference

May 04-06 // IAA 2016 Annual Leadership Conference

May 18-20 // ICI General Membership Meeting

Jun 13-15 // Morningstar Investment Conference

Sep 19-20 // FA & Private Wealth Inside Alternatives

Ultimus is pleased to announce that our acquisition of Huntington Asset Services, Inc (HASI) and Unified Financial Securities, Inc. from Huntington Bancshares closed on December 31, 2015.

Welcome to all HASI clients as they transition to Ultimus. We are committed to providing all clients with our hallmark, best in class servicing. We also welcome former HASI employees to Ultimus and are pleased to now have offices in Columbus, Ohio, and Indianapolis, Indiana.

We look forward to working with everyone!


Ultimus Chosen by Solar Capital   
November 09, 2015      Read More

2015 Year in Review
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