Investments
Investment Solutions for Labor
We offer a range of asset management services and union-friendly investment solutions to better meet the needs of institutional and tax-exempt investors and their advisors. Our clients and their advisers benefit from proactive relationship support from our dedicated team of investment professionals. When we invest, union members work.
Our Leadership
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Joseph R. Linehan
President, Ullico investment Advisors, Inc. & President, Ullico Investment Company, LLC
Read Joseph R. Linehan’s Full Bio -
Cathy A. Humphrey
Cathy A. Humphrey, Chief Operating Officer, Ullico Investment Advisors/Ullico Investment Company (Member FINRA/SIPC)
Read Cathy A. Humphrey’s Full Bio
For additional information about our sales professionals, proceed to BrokerCheck.
Our Products
Product
Commercial Real Estate Debt
Investments in construction and permanent first mortgages in commercial real estate projects.
J for Jobs – Commercial Real Estate Debt
Product
Infrastructure
Investments in core infrastructure businesses throughout the United States and Canada.
Ullico Infrastructure Fund
Product
Fixed Income
A U.S. fixed-income management firm offering a range of U.S. fixed-income strategies tailored to meet the needs of institutional investors, including union sponsored plans, public, and corporate pension funds, endowments, foundations, family offices, and sovereign entities.
Fixed IncomeProduct
International Equity
Manager of managers approach to investing in public equities in the international markets that capture different styles and market capitalizations.