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Evan Gerald
Vice President - Relationship Manager at Ulrich Investment Consultants
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Work Experience
Vice President - Relationship Manager
Nov 2016 - Present · 8 years and 1 months
Sales Engineer
Feb 2009 - Oct 2016 · 7 years and 8 months
Company Details
Our mission is simple: to earn your enduring trust and confidence by offering the best possible comprehensive wealth management solutions, valuable insights, and a broad range of consulting services delivered with exceptional client service. That’s our target. That’s our aim. Independence from big-company corporate earnings pressure and constraints is probably the single most important thing that helps us with that. There’s no mandate to meet next quarter’s numbers — just the pressure we put on ourselves for excellence with each client. We don’t have proprietary products. Instead, we offer access to a vast array of expertise from any number of global investment managers. We’ve built Ulrich purposely to meet our mission. Advisory services offered through UIC, an SEC registered investment adviser.
Year Founded
2007
Social Media
LinkedinFacebook
Industry
Financial Services, Other Business Services, Business Services, Business Financial Services
HQ Location
1805 Rio Grande Blvd NW Suite One Albuquerque, New Mexico 87104, US
Keywords
Financial ConsultantWealth ManagementConsulting ServicesHigh Net WorthInstitutional Client ServicesRetirement PlansTaft-Hartley Benefit PlansSovereign Tribes and Related OrganizationsFamily officeOCIO
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