Lori S. Neel

Ulrich Investment Consultants is a company that specializes in providing customized investment strategies for foundations and charitable organizations. The company is based in Albuquerque, NM and has subsidiaries in the United States. The company offers consolidated performance and reporting services that allow clients to access their financial assets through a single, secure portal. Ulrich is independent and not affiliated with any investment manager, custodian, or brokerage firm. The company offers superior investment advice, valuable insights, and a broad range of wealth management and investment consulting services to effectively manage retirement plans. The company was founded by John Paul Ulrich, who has been the CEO since incorporation.