Ullman Wealth Management is an independent provider of strategic private capital management services. We advise a wide range of high net worth individuals, corporations, endowments, charities and foundations globally.
OUR GUIDING PRINCIPLES
Our philosophy is simple. We do not take unnecessary risks with your portfolio. Instead, we utilize wise, measured investing practices to manage both your money and your risk. The result? We endeavour to grow your wealth intelligently and systematically.
USE THE PAST
From the dot-com bubble to the housing crash and the COVID-19 pandemic, we have navigated many crises. We apply what we have learned during our 60 years of collective investment experience to expertly manoeuvre through market upheavals and identify and capitalize on opportunities that arise as a result of market turmoil. In uncertain times, looking back is as valuable as looking forward.
PUT THE CLIENT’S INTERESTS FIRST
We are proudly independent. We are neither conflicted by institutional relationships nor obligated to use any single financial institution or product. This means we can find the best products that work in your best interests. As your outsourced Chief Investment Officer, we develop strategies for your wealth in its entirety — even the assets you are not investing with us — so you can benefit from a holistic wealth management plan.
We are extremely diligent in our research and analyze numerous sources of independent data to formulate our capital markets view. This involves monitoring key trends such as monetary and fiscal policy, technological innovation, merger and acquisition activity, geopolitical events and government regulation.
BUILD LONG-TERM RELATION–
We get to know you and your family, not just your financial assets. We consciously choose to work with only a select clientele, spending a considerable amount of time up-front to understand you and your objectives. This not only means we invest more strategically, it also makes for a more personal and meaningful advisory relationship.
ALWAYS THINK IN
AFTER TAX DOLLARS
An investment strategy is only as successful as the money you get to keep. We are laser focused on minimizing your tax exposure to ensure that you keep as much of your hard-earned money as possible.
Know what you
are paying for
We have created a more interesting and flexible model for our clients that is based purely on fee for advice. There are no hidden fees or complicated fee structures. There are no products to sell. Our incentives are aligned with your best interests.
Connect With Us
CONNECT WITH US TO
DISCUSS YOUR PERSONALLY
SERVICE OPTIONS TODAY.