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As new investors look at your company through a new lens, we help to keep your story in focus.

Ulicny is a strategic marketing and communications firm that understands financial services inside and out. Since 1996, we have helped leading traditional and alternative asset managers anticipate the changing perspectives of advisors, institutions and individual investors.

Today’s investors are seeking new ideas, demanding more detail, and using different media. We know how to evaluate your company’s strengths, weaknesses and opportunities from investors’ point of view – so your message has maximum focus and impact.

Ulicny helps clients acquire, develop and retain assets through the use of effective marketing and communications.

Keeping It Simple

In contrast to advertising agencies, Ulicny concentrates exclusively on financial services. With our in-depth knowledge of institutional investors, financial advisors and high net worth individuals, we can “cut to the chase” with strategic advice specific to your business. Unlike a typical consultant, we develop creative communications materials and then manage the entire process from initial idea to finished product.

We make the whole process simpler and more time efficient for you, so you can focus on what you do best … and build a great business.

Success in Diverse Industry Segments

Ulicny has proven ability to focus on the strategic and tactical needs for:

  • Alternative investment providers
  • Annuity providers
  • Asset managers
  • Banking organizations
  • Brokerage firms
  • Hedge funds
  • Life insurance companies
  • Mutual fund and ETF providers
  • Separate account providers


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