Articles & Press Releases

‘The Challenges And Rewards of Serving Native American Tribes’

The Challenges And Rewards Of Serving Native American Tribes Friday, May 24th, 2021 Ulrich Investment Consultants is proud to share John Ulrich’s recent feature on advising […]

‘How To Avoid Investment Mistakes And Make More Money For You’

How To Avoid Investment Mistakes And Make More Money For You Tuesday, May 18th, 2021 We're excited to announce that Whitney Solcher, CFA, Senior Consultant and […]

‘5 Biggest Mistakes Wealthy Investors Make’

5 Biggest Mistakes Wealthy Investors Make Friday, May 7th, 2021 John Ulrich, Founder, and Whitney Solcher, CIO of Ulrich Investment Consultants were recently featured in Financial […]

‘Two Weeks’

Two Weeks Wednesday, March 31st, 2021 Just like the 1986 Tom Hanks movie classic “The Money Pitt,” the global pandemic timeline has continued to disappoint.  In […]

Tax Planning Strategy Webinar

Tax Planning Strategy April 1, 2021 Ulrich Investment Consultants hosted a  Tax Planning Strategy discussion with our Texas peers at Langley Banack and ADKF.  We look […]

Ulrich Investment Consultants Joins Forces with Emigrant Partners

Ulrich Investment Consultants Joins Forces with Emigrant Partners Thursday, January 28th, 2021 Ulrich Investment Consultants, an SEC Registered Investment Advisor, with offices in San Antonio, TX, […]

2021 Market Outlook & Capital Market Assumptions

2021 Market Outlook & Capital Market Assumptions Wednesday, January 20th, 2021 Ulrich Investment Consultants hosted a webinar discussing our 2021 Market Outlook and Capital Market Assumptions, […]

Purple Haze

Purple Haze Thursday, December 31st, 2020 Well, it’s a wrap!  The past 365 days (or should I say 366 with a leap year…as if we needed […]

“Financial Fitness for Non-Profits”

"Financial Fitness for Non-Profits" December 9, 2020 Our CIO, Whitney Solcher, recently participated in a “Financial Fitness for Non-Profits” webinar with Eskin Fundraising Training. To see […]

The Final Stretch

The Final Stretch September 30, 2020 We’ve reached the final turn in 2020, and I think we’re all ready to cross the finish line and put […]

San Antonio Woman with Whitney Solcher

San Antonio Woman with Whitney Solcher July, 2020 How does your firm differentiate itself from other investment firms? Many people hold themselves out to be financial […]

The Coronavirus and the Economy – Why the Fed Matters

The Coronavirus and the Economy - Why the Fed Matters Wednesday, April 2nd, 2020 This week St. Mary's Hall Alum, Board Member and Chair of Investment […]

Adaptation

Adaptation Monday, April 1st, 2020 That is the name of the game. We are all having to adapt to what's being dubbed the "new normal." Those […]

Business Update, COVID-19

Business Update, COVID-19 Friday, March 13th, 2020 As the Coronavirus (COVID-19) has increased impact on our communities, we want you to know what steps we are […]

A Self Fulfilling Prophecy

A Self Fulfilling Prophecy Friday, March 13th, 2020 Take your medicine!  That's what we are telling ourselves, as the US Government announces a national state of […]

2020 Economic Summit Agenda

2020 Economic Summit Agenda Friday, January 24th, 2020 A robust program and discussion, as we look forward to the next decade of investing. Link to Agenda. […]

Portfolio Investing – What is the New Normal, TFA Capital Partners Interview with John Ulrich

Portfolio Investing - What is the New Normal, TFA Capital Partners Interview with John Ulrich November, 2019 Many investment firms refer to the "new normal," which […]

Proteus LLC Partners with Callan to Differentiate Offering, Expand Access to Alternatives Research

Proteus LLC Partners with Callan to Differentiate Offering, Expand Access to Alternatives Research Friday, October 11, 2019 Proteus, LLC, an Indianapolis-based alternative investment technology firm, announced […]

Whitney Solcher New Partner at Ulrich Investment Consultants

Whitney Solcher New Partner at Ulrich Investment Consultants Chief Investment Officer formerly a Goldman Sachs VP SAN ANTONIO, TEXAS, May 15—Whitney Solcher, a Chartered Financial Analyst, […]