In the News
Five Star Wealth Manager Award
Texas Monthly
August, 2025
Ulrich Investment Consultants is proud to be featured in this month’s Texas Monthly magazine highlighting Whitney Solcher, CFA, Partner, Chief Investment Officer and Senior Advisor as a 2025 Five Star Wealth Manager Award Winner. Of the 1,649 advisors in the Austin, San Antonio, and Central Texas region, only 6% of nominees were honored with this award. Ulrich is SEC Registered Investment Advisor providing holistic fiduciary wealth management and financial planning advisory services to high-net-worth clients, foundations and endowments, and Native American tribes.
Address the Generational Wealth Gap by Passing Down Financial Know-How
Forbes Finance Council
Oct 11, 2023
In this Forbes Council article, John Ulrich discusses the generational wealth gap and what needs to be done to address and understand wealth inequality. Ulrich suggests that financial literacy and technology are important tools to empower the younger generations.
What Is EBITDA in Finance? Meaning and Formula
US News & World Report
Sept 18, 2023
Partner, Senior Advisor, and Chief Investment Officer Whitney Solcher was quoted in this U.S. News & World Report article which discusses EBITA, what it is and why its important: "EBITDA is commonly used as a metric to value a company's worth as an operating business. This differs from net income, which incorporates interest, taxes, amortization and depreciation, and therefore tends to be a lower number."
Cybersecurity In Finance: Protecting Client Data And Mitigating Risks
Forbes Council
Sept 11, 2023
In this Forbes Council article, John Ulrich discusses the importance of mitigating risk and protecting client's sensitive data. To reduce the impact of a breach and promote a quick return to normalcy, firms should make sure they have a well-defined incident response and recovery plan.
Protecting And Growing Your Wealth In An Inflationary Environment
Forbes Council
Aug 3, 2023
In this Forbes Council article, John Ulrich shares ways to protect your portfolio from inflation, including diversifying your portfolio, considering short-term treasuries, investing in dividend-paying stocks, and private credit.
What Is The Difference Between An Investment Broker And A Wealth Manager?
Forbes Council
Mar 31, 2023
In this Forbes Council article, John Ulrich breaks down the difference between a wealth manager and an investment broker, discussing their specialties and when is the right time to engage with them.