Ulrich Investment Consultants
Matt U. is an accomplished finance and engineering professional with extensive experience in investment research and analysis. Currently serving as the Director of Investment Research at Ulrich Investment Consultants since August 2019, Matt previously held the position of Vice President, Investment Analyst. Prior work experience includes a role as Valuation Associate at Andersen Tax, as well as mechanical engineering internships at Arup, Bridgers & Paxton, and Walla Engineering, where skills in HVAC system design and project collaboration were honed. Matt holds a Master of Science in Finance from the Texas McCombs School of Business and a Bachelor's Degree in Mechanical Engineering from The University of Texas at Austin, along with a high school diploma from Albuquerque Academy.
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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.