Milwaukee, WI Office

Uniplan Investment Counsel provides investment advisory, sub‑advisory and portfolio‑modeling services to a mix of individual and institutional clients, including broker‑dealer wrap program sponsors, other registered investment advisers, pension plans, trusts and pooled investment vehicles. The firm delivers both discretionary management for separately managed accounts and non‑discretionary model portfolios that UMA sponsors and other institutions may implement.

UIC’s investment process is grounded in fundamental security analysis and is applied across specialized strategies such as REIT/REOC, small‑ and micro‑cap equities, equity‑income, concentrated manager strategies and fixed income, with supplemental use of options and ETFs when appropriate. The firm also incorporates proprietary models and analytics through an affiliated research entity and offers overlay capabilities — including ESG/SRI screening and engagement, tactical hedging, and bespoke mandate construction — to match sponsor or client objectives.

What distinguishes UIC from many peers is the centrality of its sub‑advisory and model‑portfolio business: a substantial portion of its work comes from serving as a sub‑advisor in wrap and UMA programs (it does not sponsor those programs) and from providing model portfolios to other advisers and pooled vehicles, resulting in a much larger assets‑under‑advisement footprint relative to its discretionary AUM. UIC’s formal co‑advisory arrangements and its documented proxy‑voting and active ownership capabilities tied to its SRI overlays further differentiate its service mix from typical supported advisers.