Articles & Press Releases

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, […]