Ultimus fund services for Pinnacle 09 July 2014Cincinnati Reporter: Catherine Van de Stouwe
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Ultimus Funds Solutions has been chosen by Pinnacle Capital Management Funds Trust to provide fund accounting, fund administration and transfer agent services for the trust’s 1789 growth and income fund.
Pinnacle will look to utilise Ultimus’ industry experience to innovate sales and marketing strategies designed to drive the fund’s growth.
A key factor in the selection of Ultimus is the firm’s distribution expertise, deep industry knowledge and scalable technology solutions.
Bob Dorsey, co-founder and manager director at Ultimus, says they are “excited” to partner with Pinnacle and that Pinnacle has some “innovation opportunities” for the 1789 growth and income fund.
He added: “They’re looking at some new distribution and partnership strategies and we’re confident our deep experience in the space will help them navigate the process more effectively and efficiently. We look forward to helping them grow the fund and their firm for a long time to come.”
CEO of Pinnacle, Joseph Masella, says: “Ultimus has a clear level of expertise that would be invaluable to us as we look to grow our fund.”
“We’re exploring some unique sales and marketing opportunities and we believe Ultimus will be of great help to us. We really see them as a strategic partner that can help us through this process and beyond.”
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