Institutional Services

The Uhlmann Price Institutional Group was formed to address the unique investment needs of large investors, including:

• Pension Funds
• Endowments
• Insurance Companies
• Family Offices
• Qualified (Individual) Investors and
• Accredited Investors (for some products)

The Group assists clients and their consultants in assessing whether certain investment products are suitable for their portfolios. We are continually searching for unique and outstanding strategies with a focus on finding products that meet the following criteria:

• Non-traditional investments
• Unique asset classes and/or strategies
• Acceptable risk-adjusted returns
• Low correlation with traditional asset classes
• Best-of-breed in their respective categories
• Can withstand an intense due diligence process

The Group is led by a Principal of Uhlmann Price Securities, a Senior Relationship Manager and a Senior Advisor; and includes a compliance officer & two assistants. The Group also shares with its sister firm (The Price Group) a large team of accounting, administrative, trading and systems personnel.

For more information on our capabilities please contact:

Jerry McEntee
Senior Relationship Manager
Institutional Sales-Alternative Investments
jmcentee@upsecurities.com or call directly at 312-264-4403