Kingsview Wealth Management Expands Servicing Relationship with Ultimus to Assist in Launch of Four New ETFs

Ultimus to serve as fund administrator for newly launched series of ETFs

May 28, 2024

This article was originally published on Ultimus.

CINCINNATI, OHIO – May 21, 2024 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.