Cincinnati, Ohio-based Ultimus Fund Solutions has announced this that it has been selected as the fund administration service provider of choice for Segall Bryant & Hamill (SBH), a large independent investment firm based in Chicago, Illinois.

SBH appointed Ultimus to convert the firm's 17 mutual funds with over $2.5 billion in Assets Under Management (AUM), and provide a suite of services including financial accounting, fund administration, transfer agent, compliance, and distribution. SBH offers fee-based investment strategies through pooled investment vehicles including mutual funds and collective investment trusts.

After an extensive and comprehensive search process, the firm selected Ultimus for its robust and wide-ranging service model, full technology suite, and strong client and project management approach. Ultimus says it completed the complicated conversion process from SBH's two previous service providers in December 2019.

"Throughout our diligence process, we were impressed by Ultimus's client-centric approach and investment in technology. Like SBH, Ultimus is an ascending boutique solutions provider, delivering a customized and comprehensive solution for clients," said Philip Hildebrandt, Principal and Chief Executive Officer of SBH.

"While the impact on our total cost was a factor, our decision to partner with Ultimus was heavily impacted by its strong client references, professional and seasoned staff, and a culture similar to our own."

"Throughout the step-by-step conversion process for these 17 funds, we worked closely with our Ultimus relationship manager and the project conversion team to make sure our shareholders, board members, fund advisors and investors were kept in the loop," said Jasper Frontz, Principal and Chief Compliance Officer for SBH Funds.

"I've been impressed with the professionalism and efficiency of the Ultimus teams and pleased with how relatively seamless the fund servicing conversions were executed both from our perspective and that of our shareholders."

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Cincinnati, Ohio-based Ultimus Fund Solutions has announced this that it has been selected as the fund administration service provider of choice for Segall Bryant & Hamill (SBH), a large independent investment firm based in Chicago, Illinois.

SBH appointed Ultimus to convert the firm's 17 mutual funds with over $2.5 billion in Assets Under Management (AUM), and provide a suite of services including financial accounting, fund administration, transfer agent, compliance, and distribution. SBH offers fee-based investment strategies through pooled investment vehicles including mutual funds and collective investment trusts.

After an extensive and comprehensive search process, the firm selected Ultimus for its robust and wide-ranging service model, full technology suite, and strong client and project management approach. Ultimus says it completed the complicated conversion process from SBH's two previous service providers in December 2019.

"Throughout our diligence process, we were impressed by Ultimus's client-centric approach and investment in technology. Like SBH, Ultimus is an ascending boutique solutions provider, delivering a customized and comprehensive solution for clients," said Philip Hildebrandt, Principal and Chief Executive Officer of SBH.

"While the impact on our total cost was a factor, our decision to partner with Ultimus was heavily impacted by its strong client references, professional and seasoned staff, and a culture similar to our own."

"Throughout the step-by-step conversion process for these 17 funds, we worked closely with our Ultimus relationship manager and the project conversion team to make sure our shareholders, board members, fund advisors and investors were kept in the loop," said Jasper Frontz, Principal and Chief Compliance Officer for SBH Funds.

"I've been impressed with the professionalism and efficiency of the Ultimus teams and pleased with how relatively seamless the fund servicing conversions were executed both from our perspective and that of our shareholders."