Ulrich Investment Consultants

Ulrich Investment Consultants (UIC) is a Registered Investment Adviser based in Albuquerque, NM, providing investment management services to private and institutional clients. UIC was established in December 2011 and has $3.48 billion in assets under management as of December 31, 2024. The firm offers discretionary and non-discretionary investment management services, tailored to individual client needs and goals. UIC's investment strategies focus on asset allocation, investment selection, and risk management to maximize returns while minimizing risk and costs. Clients can engage UIC for financial planning, retirement, education, estate planning, insurance, and tax needs. UIC acts as a fiduciary for institutional clients, providing comprehensive investment advice and services. The firm may recommend alternative investments or private placement securities for accredited investors. UIC charges an annual fee based on a percentage of assets under management, with a maximum fee of 1.00%. The firm may also charge fixed fees for certain larger clients or engage in hourly or flat fee projects. UIC may receive benefits from broker-dealers and service providers, such as research and technology support, which may influence its choice of providers. The firm exercises investment discretion for client accounts and may vote proxies on behalf of clients. UIC has not had any disciplinary events and does not require prepayment of fees exceeding $1,200 per client.