OUR AIM IS TRUE
Building wealth is the initial target of all investors. Once achieved, however, the focus necessarily shifts to managing it. There are now businesses, families and estates to consider—highly complex and intricate matters that demand the utmost in individualized attention, service and integrity. You require–and have earned the right to enjoy–the comfort, confidence and peace of mind that only hands-on care of a dedicated firm can provide…And that's exactly what Ulrich Investment Consultants aims to deliver.
OUR GOAL IS TO HIT THE MARK
Ulrich uses a disciplined, three-step process when working with our clients’ financial and estate planning: informed guidance; insightful thinking; and diligent attention to detail. For more than 30 years Ulrich has adhered to these principles to help our affluent clients maintain financial success and peace of mind. As a trusted adviser we strive to offer the best possible investment advice, valuable insights and a broad range of consulting services with a focus on personalized service.
As an independent, SEC-registered employee-owned company, we offer objective, fiduciary advice through a team approach. Because of our independence, we aren’t conflicted like many of our Wall Street competitors. Our task is to focus on client satisfaction rather than generating revenue as we give our advice with your best interests in mind. We understand that our clients’ lives evolve in both predictable and unpredictable ways and our experienced staff will bring to bear all necessary services at our disposal to meet our clients' needs.
WE AIM HIGH TOGETHER
The Ulrich team works closely with each client to help them zero in on specific goals. Guided by our broad range of experience we bring those targets into our sights together, tracking them carefully to better aid you in reaching them. Trust is the linchpin of our process—a thorough and effective methodology based on fiduciary best practices and industry standards.
We work closely with clients to understand and lay out a comprehensive financial picture — including liquid assets, real estate, additional business interests and investments, liabilities, cash flow requirements, and more. We then implement strategies that use high-quality investment vehicles both public and private with optimal fee structures, monitoring progress along the way so the right goals are achieved.
Our comprehensive three-pronged approach to wealth management moves from planning to implementation to monitoring—continually focusing on agreed-upon objectives.
- Fiduciary Wealth Management
- Holistic Financial Planning
- Estate Planning Coordination
- Investment Policy Development
- Asset Allocation
- Investment Management – Due Diligence and Selection
- Ongoing Monitoring
- Comprehensive Performance Reporting
- Quarterback for Life’s Important Financial Decisions
- Family Office Solutions
In this client scenario, you’ll learn how Ulrich’s financial consulting, investment approach, and estate planning helped a high net worth family pinpoint their goals and create a solid plan for realizing not only financial freedom but meaningful wealth transfer to their heirs and favorite charities.
David and Beth* were newly married when the Ulrich team met them. David was a self-made entrepreneur focused on his growing business and had accumulated some investment assets along with inherited low-cost-basis stock. Beth had moved from another state and also had a variety of investment accounts and trusts.
The couple had a hodgepodge of assets, which is not uncommon, but nothing was being looked at holistically, so opportunities and pitfalls were being overlooked.