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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.


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