Our mission is simple: to earn your enduring trust and confidence by offering the best possible comprehensive wealth management solutions, valuable insights, and a broad range of consulting services delivered with exceptional client service.

That’s our target. That’s our aim. 

Independence from big-company corporate earnings pressure and constraints is probably the single most important thing that helps us with that. There’s no mandate to meet next quarter’s numbers — just the pressure we put on ourselves for excellence with each client. We don’t have proprietary products. Instead, we offer access to a vast array of expertise from any number of global investment managers. We’ve built Ulrich purposely to meet our mission.

Advisory services offered through UIC, an SEC registered investment adviser.

Consulting

Investment Management

Ulrich Investment Consultants

John P. Ulrich

Ulrich Team

The Leadership Team at Ulrich Investment Consultants drives the strategic vision and operational excellence of the firm. Composed of key executives including the President & CEO, Chief Financial Officer, and Chief Compliance & Operations Officer, this team ensures compliance, oversees financial management, and fosters a culture of trust and client-focused service. Their commitment to independence from traditional corporate pressures allows them to prioritize exceptional wealth management solutions tailored to each client's needs.

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Leadership Team

About

Team members

Other teams at Ulrich Investment Consultants

Investment Operations Team

Investment Advisory Team

Client Service Team

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