The firm’s offering now includes advice and resources throughout each step of the fund distribution process - from product design and positioning through distribution channel recommendations and relationship building.

“The expanded service offering is designed to help managers make more strategic distribution decisions and stand out in what has become a crowded and hyper-competitive landscape for assets as more alternative managers introduce strategies in the retail marketplace,” the firm said.

Ultimus has also named industry veteran Kevin Guerette as vice president and director of distribution strategies.

Guerette has 15 years of experience in the financial services industry and a significant background in the mutual fund industry. Specifically, he has detailed knowledge in the area of distribution for both smaller managers and series trust clients. Guerette latterly served as the national sales manager of platform sales and national account director at SEI Investments Distribution Company.

“With alternative investment strategies becoming more prevalent in the retail space, the landscape has become crowded and managers need every advantage to stand out with intermediaries and gain greater distribution,” said Bob Dorsey, co-founder and managing director at Ultimus.

The distribution strategies team will also provide additional services such as review of materials for FINRA requirements and on-site compliance for qualified employees of investment advisors, the firm said.