We dedicate the time to familiarize ourselves with our clients’ cultures, investment processes, expectations, and concerns.

With decades of investment experience among our team, we have a thorough understanding of complex and volatile financial markets.

We partner with leading industry experts to achieve access to the best and the brightest talent in the industry. These relationships provide access to unique and specialized investment opportunities which are designed to create added value to our clients’ bottom line.

Our clients benefit from our professional team that maintains significant experience as institutional investment fiduciaries. Ulrich serves as the investment consultant for a variety of institutional clientele including Native American governmental plans, their businesses and associated entities, foundations and endowments, and retirement plans.

We believe that a long-term strategic investment plan should be developed based on specific goals, objectives, the risk tolerance of the investor and in light of their unique spending and liquidity needs.

These considerations include: 

• Planning the establishment of Investment Policy
• Implementation of the investment program
• Monitoring of the investment program 

• Investment policy development
• Asset allocation
• Asset liability modeling and management
• Investment and operational due diligence
• Manager selection and monitoring
• Performance reporting and monitoring
• Board and staff education
• Governance and best practices
• Operational support
• Capital markets and global economic research

For most, it is difficult to stay on top of time-sensitive decisions without losing sight of longer-term strategic goals, while also dealing with the myriad of industry, regulatory, governance, and constituency requirements.

Through our Fiduciary Management (OCIO) service, UIC offers clients the day-to-day investment management, reporting, and operational support they need to help realize their long-term investment goals.

We customize each client portfolio; we also customize the governance structure: our clients can determine how involved they want to be in their portfolio management and to adjust that level of involvement over time. This approach allows some clients to ease into outsourcing responsibilities and enables others to outsource certain functions while retaining others.

Above all, we provide our clients with strong transparency and communication. We aim to educate our clients, so they understand what is happening in their portfolios and why.