Sovereign Tribes and Related Organizations

Over the past three decades, members of Ulrich Investment Consultants have been dedicated to helping Native American clients build economic engines that strive to withstand the test of time and allow them to achieve their financial objectives. We work as a partner to, and extension of our Sovereign Tribal clients, as they think through growth, development, and capital requirements, now and for future generations.

We understand the financial needs of Native American tribes, and we have significant and meaningful experience consulting with them. We are committed to helping Native American clients foster policies to manage their resources in a focused way to achieve their specific long-term goals. Building core competencies within the ranks of our Tribal communities is a critical component in achieving sustainable self-sufficiency for current and future tribal members.

Our understanding of the issues Sovereign Nations face allows us to partner with our clients on an array of services, including:

  • Fiduciary Investment Management
  • Fiduciary Advisory
  • Outsourced CIO
  • Fiscal Management Policies and Implementation
  • Strategic and Financial Planning
  • Debt Management
  • Economic Development
  • Indirect Cost Proposal
  • Self-Determination Contracting/Compacting
  • Section 105(I) Leases with BIA and Indian Health Service
  • Investment of Resources
  • Retirement Plan Consulting
  • Access and Implementation of Alternative Investment Strategies
  • Financial Statement Development and Year-End Closing
  • Minor’s/Adult Deferral Trust Fund Implementation and Oversight
  • Low-Income Tax Credits
  • New Markets Tax Credits
  • Self-Insurance
  • Housing Programs
  • Special Projects and Planning Services
  • Tribal Member Education and Related Financial Services
  • Fund Authorization Policies
  • Monthly Portfolio Accounting Reconciliation
  • Year-End Portfolio Audit Package