Ultimus Fund Solutions, a provider of mutual fund services to the financial industry, has expanded its strategic fund distribution services for investment managers.
The firm’s offering now includes strategic advice and resources throughout every step of the fund distribution process, from product design and positioning, through distribution channel recommendations and relationship building.
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Also, Ultimus has named Kevin Guerette as vice president, director of distribution strategies.
Guerette, who has spent more than fifteen years of financial industry experience, spent the past seven years directing a team that created a successful distribution program.
Bob Dorsey, co-founder and managing director at Ultimus, said: "We have always been involved in the distribution area and this current evolution now keeps us ahead of the changing needs of managers.
"Kevin is the perfect person to lead our expansion in strategic fund distribution services. We know his expertise and relationships will be invaluable to our clients as they compete for assets in this new environment."
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By GlobalDataUltimus added that through the expanded offering, it will deliver insights on the various platforms and key trends taking place in targeted channels, helping clients create more strategic distribution strategies.
The insights may include desired fund attributes and preferred structures, competitive information and other data that can be applied to existing and future products.
