Ulrich Investment Consultants (UIC) is a wealth management firm headquartered in San Antonio, with offices in Washington and New Mexico that manages $3 billion in assets.
Ulrich Investment Consultants caters to affluent individuals and families, mid-sized companies, retirement plan sponsors, charitable organizations, Native American governments, among others.
When our team joined efforts with UIC they had just moved into the San Antonio market and acquired their headquarters at The Soto building on Broadway. As a 100% employee-owned independent fiduciary advisor with over 50 years of experience, UIC had never formally implemented public relations, or digital media into their firm.
The opportunity we had in our partnership with Ulrich Investments was to open the door to the power of digital marketing and public relations, set up solid groundwork for the publicity of their firm to grow in San Antonio, and create and execute a communications strategy that aligned with the UIC mission.
Deliverables
- Production of monthly SEO blogs
- Development of 3 social media channels — Facebook, Instagram, InstagramProduction of one 12-month community outreach schedule
- Production of one 12-month earned media schedule
- Tribal wealth management landing page
