505-224-9100
ulrich@ulrichcg.com
Client Portal

Our Process

Our Targeted Process for Financial Success

Institutional Capabilities, Fiduciary Responsibilities.

At Ulrich, we pride ourselves on being the financial architect of people’s lives. When dealing with one’s wealth, you don’t want to go it alone; expertise is essential. The guidance we provide to our clients is backed by decades of experience and augmented by strategic partnerships. We strive to ensure the prudent management of fiduciary assets by establishing appropriate standards that help generate results at every stage.

Our three-part approach provides the building blocks for a solid, ongoing and scalable process based on the Fiduciary Code of Conduct:

Planning - We Listen To Our Clients

Planning - We Listen To Our Clients

  • We view the planning process as a journey towards understanding our clients’ goals and objectives
  • We gather the relevant data to build a comprehensive financial solution that meets our clients’ risk and return requirements
  • We coordinate with our clients’ legal and tax advisors on their core areas of expertise
Implementation - We Bring Your Solution To Life

Implementation - We Bring Your Solution To Life

  • We design an appropriate asset allocation and seamless transition plan
  • We optimize portfolios in regard to asset location and cash flow needs
  • We identify appropriate investment strategies and service providers in addition to negotiating fees on behalf of our clients
Monitoring - We Take The Worry Out Of Your Financial Life

Monitoring - We Take The Worry Out Of Your Financial Life

  • We provide day to day oversight of our clients' portfolio, so they don't have to worry
  • We provide comprehensive performance reporting and access to your financial data through our robust online Client Portal
  • Our ongoing process is designed to achieve stability and generate results

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