“Ulrich Investment Consultants’ leadership team (left to right): Matt J. Ulrich, Vice President and Principal Investment Analyst; Whitney E. Solcher, CFA®, Principal Consultant and CIO; John P. Ulrich, CFP®, President and CEO; Evan W. Gerald, CFP®,
Executive Vice President and Senior Advisor »
Ulrich Investment Consultants acquires Strategic Wealth Management, an RIA firm that manages over $800 million in assets. Ulrich Investment Consultants manages nearly $2 billion in assets. The acquisition reinforces Ulrich Investment Consultants’ strategy to support the financial growth of Native American tribes.
SAN ANTONIO- Ulrich Investment Consultants of San Antonio made another acquisition.
The RIA firm, which manages $1.8 billion, has acquired Strategic Wealth Management Inc., an RIA managing $800 million in Kirkland, WA. As part of the acquisition, Ulrich will gain four employees from Strategic Wealth Management. Financial terms of the agreement are not disclosed.
The announcement follows an active 2021, which saw Ulrich open its local headquarters in downtown San Antonio at the new The Soto, Texas office building, the first mass timber development. The company invited the local community to celebrate by hosting a grand opening event in March this year.
The company, which also has offices in Albuquerque, NM and Spokane, WA, specializes in financial management for high net worth individuals and their families. Ulrich is also one of a small number of wealth management firms nationwide that specializes in the financial management of Native American tribes.
The acquisition of Strategic Wealth Management allows Ulrich to expand its presence among Native American tribes.
“The tribal side is unique,” said John Ulrich, CEO of Ulrich Investment Consultants. “Working with tribal governments requires a deep understanding of how tribes work. It’s a bit like working with small municipalities. We have served tribal communities for three decades and are now even better positioned to meet the growing financial needs of these communities. With more than 500 tribes across the country, Strategic Wealth Management deepens our relationships and knowledge in this area.
The newly formed team will work closely with tribal clients to ensure integration of financial policy, planning and management processes with investment solutions and strategies.
James Sizemore, SWM’s Chief Financial Officer and Director of Native American Services, will join Ulrich as a partner and lead Native American Consulting
practice. Sizemore was an independent tribal auditor and, for more than a decade, tribal financial manager and controller for a major Native American tribe. He has focused his work exclusively on advising for or on behalf of Native American tribes since 1986.
Ulrich will leverage his deep understanding to enrich his suite of services.
Comprehensive services offered to tribal clients include:
● Strategic financial planning
● Debt management
● Development of budgetary and financial management policies
● Development of budgetary and administrative processes
● Credit assistance and financing of infrastructure and tribal businesses
● Assistance with the coordination and reconciliation of funds at the Office of Trust Fund Management (“OTFM”)
● Planning of self-determination of contracts/compaction
● Training of managers and employees of the Finance Department
“We understand the dynamics of our tribal communities,” Ulrich said. “These growing communities are looking for resources to help them protect and grow their wealth. We believe there is a significant opportunity to serve these groups. We want to be an ally in their financial future.
About Ulrich Investment Consultants
Ulrich Investment Consultants is a wealth management trust company with offices in San Antonio, Texas; Albuquerque, New Mexico; and Spokane, Washington.
Serving a wide range of clients, including high net worth individuals and families, charities, Native American governments and related entities, Ulrich is led by CEO John Ulrich, CFP®, and CIO Whitney Solcher, CFA® . John founded the company with the goal of taking the worries out of the financial lives of his clients by developing focused plans to achieve their financial goals while adhering to the highest fiduciary standards. Ulrich takes an independent, transparent and focused approach to wealth management to provide clients with a comprehensive financial plan. Learn more at ulrichcg.com
Disclaimer: Ulrich Investment Consultants is registered as an investment adviser under the United States Investment Advisers Act of 1940, as amended, with the Securities and Exchange Commission. This is for informational purposes only and its contents should not be construed as a recommendation. Information on this social media site cannot and should not be relied on alone to make investment decisions. Investors should carefully consider the investment objectives, risks, charges and expenses associated with any investment.
Company Name: Sammis and Ochoa
Contact person: Mario Ochoa
E-mail: Send an email
Address:719 South Sainte-Marie
Town: San Antonio
Country: United States