James Sizemore is a Partner at Ulrich Investment Consultants where he leads the firm’s specialized Native American tribal practice-- one of the firm’s fastest growing and mission-driven areas. Jim’s broad expertise in financial and fiduciary management, rooted in over three decades of experience and cultural competency, guides the firm’s unique work with Native American tribes.  

Jim works closely with the Firm’s tribal clients to ensure integration of financial policy, planning and management processes, with investment solutions and strategies. He assists in the development of internal capacity for financial management, including fiscal policy, planning, accounting and budgeting, and also provides training for CFOs, executive staff and investment committees to support development of fiscal management capacity. James holds a Series 65 registration, qualifying him as an investment advisor representative.