Ulrich Investment Consultants
Jacky Phan is currently working as an Investment Analyst at Ulrich Investment Consultants since August 2022. Prior to this, Jacky held the position of Associate Relationship Manager at CAPTRUST from July 2021 to August 2022. Before that, Jacky worked as an Investment Analyst and Intern at Covenant from May 2018 to July 2021. Jacky graduated from The University of Texas at San Antonio in 2019 with a Bachelor of Business Administration (BBA) degree in Finance, General.
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Ulrich Investment Consultants
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.