We offer unbiased advice with absolutely no conflict of interest.

We do not sell anything. We have no funds to push and no hidden agendas. Our sole motivation is to provide the solution that meets your organization’s objectives and affords its members sound education, investment options, asset allocation strategies and performance.

Trust cannot be stated. It must be earned. And, everything we do is in an effort to build this relationship.

We serve our clients in either an ERISA 3(38) full fiduciary or ERISA 3(21) co-fiduciary capacity. We offer our knowledge openly and without hesitation to work in favor of our clients’ best interests. Ullico Retirement Solutions is based on a sub-advisory relationship between Ullico Investment Advisors and Acropolis Investment Management. Both Ullico Investment Advisors and Acropolis Investment Management are Registered Investment Advisers, regulated by the Securities and Exchange Commission (SEC).

Our fees are fully transparent and are listed as a line item on each quarterly statement for every participant to see clearly.

We work on a Fee-Only basis with a fee schedule that is based upon the size of the plan and number of members. We do not earn any commissions, take any soft-dollars (revenue sharing) or receive any payment for the use of any product.

We have a system of checks and balances in place to maintain the highest level of protection for our clients.

Ullico Retirement Solutions does not custody or safe-keep any assets. Assets are held by a national trust company like Charles Schwab Trust or Matrix Trust. In addition to separate custody, there are independent record-keepers and third-party administrators for additional protection.