A complete list of active advisors currently associated with Uniplan Investment Counsel, Inc.

Warmer can help you find a great advisor at Uniplan Investment Counsel, Inc. or one who fits your needs even better.

Uniplan Investment Counsel provides investment advisory, sub‑advisory and portfolio modeling services to a mix of private and institutional clients, including individual investors, other investment advisers, pooled investment vehicles, banks and pension and profit‑sharing plans. The firm primarily serves as a sub‑advisor to wrap program and UMA sponsors while also managing separately managed accounts and pooled vehicles on both discretionary and non‑discretionary bases. Investment decisions are grounded in fundamental security analysis across specialized strategies such as REITs/REOCs, small‑cap and micro‑cap equities, equity income, fixed income and a concentrated managers strategy, and the firm employs additional tools including option writing and ETF overlays. Uniplan also uses proprietary quantitative and qualitative research and portfolio models provided by its affiliated Uniplan Consulting LLC and offers ESG/SRI overlays, tactical overlay services and bespoke mandates, plus a co‑advisory Next Economy Income fixed income strategy with Green Alpha. Compared with many team advisors, Uniplan reports materially more non‑discretionary assets (about $655.4 million across 1,491 non‑discretionary accounts) than discretionary assets (about $380.8 million across 381 accounts) and characterizes the bulk of its business as sub‑advisory participation in wrap and UMA programs. The firm’s reported 1,715 clients and three listed advisors—which produces an unusually high client‑per‑advisor ratio—and its explicit engagement with other advisers and pooled vehicles distinguish its operating model from peers that focus primarily on direct discretionary relationships.

To learn more about the advisors currently working at Uniplan Investment Counsel, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.