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  • Home
  • About Us
    • Our Team
    • Our Mission
    • The Ulrich Difference
    • Our Process
    • Our Investment Thesis
    • Our Partners
  • Who We Serve
    • High Net Worth
      • Individuals & Families
      • Family Office Solutions
    • Institutional Client Services
      • Charitable Organizations, Foundations & Endowments
      • Retirement Plans
    • Sovereign Tribes and Related Organizations
  • Research & News
    • Ulrich Insights
    • Quarterly Reports
    • Press Coverage
  • Contact Us
  • Client Portal
✕

Quarterly Reports

’22

4th Quarter Report

3rd Quarter Report

2nd Quarter Report

1st Quarter Report

’21

4th Quarter Report

3rd Quarter Report

2nd Quarter Report

1st Quarter Report

’20

4th Quarter Report

3rd Quarter Report

2nd Quarter Report

1st Quarter Report

’19

4th Quarter Report

3rd Quarter Report

August Review

July Review

2nd Quarter Report

May Review

April Review

March Review

February Review

January Review

’18

December Review

November Review

October Review

September Review

August Review

July Review

June Review

May Review

April Review

March Review

February Review

January Review

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