Ultimus Fund Solutions Wins Mutual Fund Mandate

Ultimus Fund Solutions has been selected by Alambic Investment Management to provide fund administration services for its first mutual fund. 

Alambic, a San Francisco-based small cap value fund, has also chosen Ultimus for fund accounting, transfer agency, compliance and distribution services through the Ultimus Managers Trust.

According to the release, Ultimus will help craft a customised product design for Alambic’s business goals.

“Alambic’s investment strategy is driven by deep data evaluation expertise and with that approach comes unique operational and product design considerations that have to be thought through in the planning process. Our approach created a foundation that will be strong today and in the future, as Alambic executes on its growth plans,” says Dave Carson, president of Ultimus Managers Trust.