Case Study

Labor-Owned Investment Company Gains Significant Operational Efficiencies with NAV Custom Solutions



Custom Solutions


As the only labor-owned insurance and investment company, Ullico Inc. has protected and help grow the North American labor movement for nearly a century with world-class insurance and investment products for union members, union leaders and union benefit funds. Ullico Investment Advisors (“UIA”) offers a range of asset management services and union-friendly investment strategies through its affiliated broker-dealer Ullico Investment Company, LLC (“UIC”), to better meet the needs of institutional and tax-exempt investors and their consultants. With $10.6 billion AUM as of December 31, 2023, UIA focuses on commercial real estate debt, infrastructure, real estate equity, fixed income, and international equity investment strategies. UIA and UIC Chief Operating Officer Cathy A. Humphrey works closely with the NAV team and is responsible for the staff and activities associated with all back office functions and new product development.

How NAV Helped

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