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ulland investment advisors

Investments Tailored for Your Goals

Ulland Investment Advisors (UIA) is a boutique investment advisory firm dedicated to building and securing our clients’ wealth. For over a decade, UIA has identified unique investment opportunities across three core strategies: Intelligent Growth, a small-stock equity strategy; Intelligent Blend, an all-size equity growth strategy; and a unique Defensive Growth strategy which focuses on high dividend yielding trust preferred securities, hybrid preferred securities, and traditional preferred securities. UIA designs separately managed accounts to meet your risk tolerance and return expectations.

Our Best Idea: Qualified Dividend Income (QDI) Securities

Learn more about our best idea, investing in qualified dividend securities, tax efficient fixed income investments.

Weekly Market Updates

by JM HanleyThe Dow was up on Friday, rising 143 points to close at 24,652. For the week, the Dow rose 1.33% (S&P 500 +0.92%) and year-to-date is now up 24.7% (S&P 500 +19.5%). The yield on the 10-year… Read more

Meet James Ulland

James UllandAs Minnesota’s former chief regulator of securities and banks, James Ulland understands the importance of managing risk through diversification and strategic asset allocation. UIA’s investment strategies are designed to fit every stage of life and risk tolerance level.


Ulland Investment Advisors

4550 IDS Center · Eighty South Eighth Street · Minneapolis MN 55402 · Telephone: 612-312-1400 · Facsimile: 612-204-3464