Events
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!

News



Ultimus Chosen by Solar Capital   
November 09, 2015      Read More


2015 Year in Review
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