Kurt Ulrich, Cfa Email & Phone Number

My task is to identify appropriate investment opportunities to meet the goals and objectives of our clients and to guide them through this environment of fiscal imprudence and increased leverage. Risk management plays a crucial role in our decisions to allocate capital on behalf of our clients. My typical client wants to protect what they've spent a lifetime building while realizing an above average, inflation-adjusted return to meet their financial objectives. Additionally, we have a team of professionals who work with high net worth families, business owners and individuals to assist in their tax and estate planning needs through our close association with in-house CPAs and a Trust and estate attorney.Our goal is to exceed our client's expectations. We have a dedicated staff in place committed to providing exceptional, personalized service.Our firm is structured as a Registered Investment Advisor working on a FEE-ONLY basis. We are a "fiduciary" and our sole source of compensation is a flat percentage fee charged to our client. We do not sell products or services to generate a commission. This structure helps remove potential conflicts of interest and mismanagement.

Listed skills include Strategic Planning, Leadership, Small Business, Marketing, and 18 others.