Ulrich Investment Consultants
Whitney E. Solcher, CFA, serves as Partner and Chief Investment Officer at Ulrich Investment Consultants since April 2019, where the firm focuses on exceptional investment consulting and personalized wealth management with strict fiduciary standards. Previously, Whitney held the position of Principal at Shepherd Kaplan LLC from June 2013 to March 2019, aiding clients in making effective financial decisions. Prior roles include President of Investment Management at San Antonio Capital & Trust, LLC from February 2009 to June 2013, and Vice President at Goldman, Sachs & Co. from July 2001 to November 2008. Whitney earned a Business Honors degree with a focus on Finance from The University of Texas at Austin.
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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.