Disclosures

Ulrich Investment Consultants, LLC (“Ulrich” or the “Firm”) is a registered investment adviser with its principal place of business in the State of New Mexico. Ulrich and its representatives are in compliance with the current registration requirements imposed upon registered investment advisers by those states in which Ulrich maintains clients. The Firm may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements.

Ulrich Investment Consultants website is limited to the dissemination of general information regarding its investment advisory services to United States residents residing in states where providing such information is not prohibited by applicable law. Accordingly, the publication of the Firm’s website on the Internet should not be construed by any consumer and/or prospective client as the firm’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. The Firm does not provide tax or legal advice. You should contact your tax advisor and/or attorney before making any decisions with tax or legal implications. The Firm does not make any representations as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to the firm’s website or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes and all users thereof should be guided accordingly. Past performance is no guarantee of future results. Any subsequent, direct communication by the firm with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.

For additional information about Ulrich Investment Consultants, including fees and services, send for the Firm’s Disclosure Brochure using the contact information herein or click the links below. Please read the Disclosure Brochure carefully before you invest.

Disclosure Brochure Package

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