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 Investment Advisory Team at Ulrich Investment Consultants is dedicated to providing tailored wealth management solutions and expert investment guidance to clients. This team of seasoned professionals collaborates to analyze market trends, evaluate diverse investment opportunities, and craft customized strategies that align with clients' financial goals, all while prioritizing exceptional client service and fostering long-term trust. Their independence allows them to offer unbiased advice, drawing on a wide range of global investment managers without the constraints of proprietary products.

Investment Advisory Team

About

Team members

Other teams at Ulrich Investment Consultants

Investment Operations Team

Client Service Team