Ullico Investment Advisors, Inc.

Overview

Ullico Investment Advisors, Inc. is an investment management firm specializing in infrastructure investments and related services. The firm offers a range of asset management services and union-friendly investment solutions to institutional and tax-exempt investors and their advisors. Their clients benefit from proactive relationship support from a dedicated team of investment professionals. When they invest, union members work. The firm's investment products include Commercial Real Estate Debt, Infrastructure, Real Estate Equity, and Fixed Income. The Ullico Infrastructure Fund provides institutional investors with access to core and core+ infrastructure investments that deliver long-dated, low-volatility, and inflation-linked cash flows. As an open-ended fund with no terminal date, they make long-term investments in U.S. and Canada-based infrastructure businesses that provide essential services to communities, governments, and corporations. Their dedicated team of investment professionals possesses diverse backgrounds with more than 200 years of combined infrastructure experience. Their portfolio of investments spans across the spectrum of infrastructure space, including power, utilities, energy, transportation, and digital infrastructure. Ullico Investment Advisors, Inc. is a registered investment adviser with the United States Securities and Exchange Commission (SEC) in accordance with the Investment Advisers Act of 1940, as amended. The firm has two majority-owned subsidiaries: Ullico Infrastructure Management Company, LLC and UIA Investment Management, LLC. Both are Relying Advisers in reliance upon an umbrella registration of UIA. The firm's full list of composite and pooled fund descriptions is available upon request. Ullico Infrastructure Fund is sold through Ullico Investment Company, LLC, a broker registered with the SEC and a member of the Financial Industry Regulatory Authority and of the Securities Investor Protection Corporation.