At Ulrich, we partner with leading industry experts to achieve global access to the best and the brightest talent and minds. These relationships provide access to unique and specialized resources which aim to create added value savings to our clients’ bottom line.

As a member of Callan’s Independent Adviser Group, Ulrich clients benefit from a vast array of resources including:

• A comprehensive investment database, allowing for sophisticated quantitative screening and comparisons of managers against benchmarks and peer groups
  
• Sophisticated modeling tools and Monte-Carlo analysis
  
• Ongoing investment manager monitoring, and qualitative factor analysis
  
• Capital Markets research and Efficient Frontier analysis
  
• Dedicated research analysts across all asset classes, including alternative investments
  
• Access to institutional quality managers at lower minimum account sizes and fees
  
• Strategies for a tax efficient manager overlay to aid in manager transition and tax-loss harvesting
  
• Detailed performance and risk measurement tools