Quantcast
The MFWire
Manage Email Alerts | Sponsorships | About MFWire | Who We Are

Subscribe to MFWire.com's News Alerts [click]

Rating:A New York Firm Joins The Mutual Fund Biz Not Rated 0.0 Email Routing List Email & Route  Print Print
Tuesday, November 29, 2016

A New York Firm Joins The Mutual Fund Biz

Reported by Ashley McHugh-Chiappone

Hudson Valley Investment Advisors launched the HVIA Equity Fund, their first mutual fund, earlier this month on the Ultimus Managers Trust platform.

Bob Dorsey
Ultimus Fund Solutions LLC
CEO and Managing Director
"We talked with them and understood their ideas, and we thought they were a good fit," states Bob Dorsey, CEO and managing director of Ultimus.

The HVIA Equity Fund seeks to attain its investment objective by investing in a diversified portfolio. Currently, the fund offers institutional and investor class shares.

"[We were] looking to expand clientele, and a mutual fund allows diversification," Gus Scacco, CEO and CIO of Hudson Valley, comments.

Ultimus is a professional services company offering fund administration for small and mid-sized fund firms. Hudson Valley is a NY-based investment manager that specializes in outlining investment plans and management for their clients.

Ultimus Fund Distributors, LLC is the fund's distributor, transfer agent, accountant and administrator. Pershing, LLC is the fund's custodian. Kilpatrick Townsend & Stockton LLP serves as the fund's legal counsel.

 

Stay ahead of the news ... Sign up for our email alerts now
CLICK HERE

0.0
 Do You Recommend This Story?



GO TO: MFWire
Return to Top
 News Archives
2018: Q3Q2Q1
2017: Q4Q3Q2Q1
2016: Q4Q3Q2Q1
2015: Q4Q3Q2Q1
2014: Q4Q3Q2Q1
2013: Q4Q3Q2Q1
2012: Q4Q3Q2Q1
2011: Q4Q3Q2Q1
2010: Q4Q3Q2Q1
2009: Q4Q3Q2Q1
2008: Q4Q3Q2Q1
2007: Q4Q3Q2Q1
2006: Q4Q3Q2Q1
2005: Q4Q3Q2Q1
2004: Q4Q3Q2Q1
2003: Q4Q3Q2Q1
2002: Q4Q3Q2Q1
 Subscribe via RSS:
Raw XML
Add to My Yahoo!
follow us in feedly




©All rights reserved to InvestmentWires, Inc. 1997-2018
40 Wall Street | 28th Floor | New York, NY 10005 | P: 212-331-8968 | F: 212-331-8998
Privacy Policy :: Terms of Use