Whitney E Solcher

Employer firm

Ulrich Investment Consultants CRD 159499

$3.62B regulatory AUM 3 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2013 → 03/2019
  Shepherd Kaplan Llc
  Boston, MA
• 04/2019 → 12/2020
  Ulrich Consulting Group, Llc
  San Antonio, TX
• 01/2021 → Present
  Ulrich Consulting And Investment Group, Llc
  San Antonio, TX

Previous Registrations

• 2013-07-08 → 2019-04-02
  Shepherd Kaplan Llc
  Boston, MA
  San Antonio, TX
• 2009-06-30 → 2013-06-06
  Tpb Wealth Advisors, Llc
  San Antonio, CA
• 2009-05-11 → 2011-04-19
  Fsw Advisory Services Inc.
  San Antonio, TX

Other Businesses

Ms. Solcher is a member of two family entities which are member managed. The entities maintain accounts with UIC but Ms. Solcher is excluded from entering into contracts or otherwise acting on behalf of the entities unless directed in writing by the Registered Agent. Ms. Solcher does not receive any compensation for her role in the entities. Ms. Solcher spends approximately 1 hour a month on this activity. This activity creates a conflict of interest with clients. The conflict is mitigated because the Firm and its IARs will abide by the firm's Code of Ethics and will always act in the best interest of every client. Ms. Solcher also serves as trustee on a trust, where this trust is a client of the firm. In addition, Ms. Solcher serves as Co-Trustee for two family members whose revocable trusts are also UIC client's.

Exams

• S66 Uniform Combined State Law Examination
  2001-12-03

Designations

• Chartered Financial Analyst

Other Names

• Whitney Elizabeth Solcher
• Whitney Elizabeth Solcher