Our Mission: To Help You Acquire, Develop and Retain Assets

Ulicny was founded in 1996 by Jeanie Ulicny, a marketing veteran with more than 20 years of mutual fund and brokerage expertise. Concentrating exclusively on the financial services industry, Ulicny’s mission is simple:

To help financial services companies acquire, develop and retain assets through the use of effective communications.

Based in the New York metro area, Ulicny is able to tap a nationwide network of award-winning writers, graphic designers, PR experts and former Morningstar analysts. All of our creative talent have at least ten years of financial services experience and are well versed in the technical and regulatory aspects of our industry. So you’re assured that your project will always be on time, on target, in compliance and on budget.

Financial Communications Made Easy

In contrast to advertising agencies, Ulicny’s inside knowledge of the financial services industry allows us to provide strategic advice specific to your business; unlike a typical consultant, we can also develop creative communications materials—and then manage the entire process from initial idea to finished product.

As a one-stop shop for financial marketing, it’s our goal to make your job easy. That’s why we’ve made sure the most difficult thing about working with us is pronouncing our name: