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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 20 years, UIA has identified unique investment opportunities across both fixed income and equity markets. Today UIA offers multiple strategies to meet our clients’ goals. UIA designs separately managed accounts to meet your risk tolerance and return expectations. An overview of UIA’s strategies can be found here. As of September 30, 2020, the firm manages over $398 million Assets Under Management (AUM).
Our Strategies
Intelligent Fixed Income
The Intelligent Fixed Income strategy seeks to provide you with a long-term total return while striving to generate meaningful current income. For taxable accounts, Qualified Dividend Income (QDI), which is currently taxed at a more favorable rate for upper tax brackets, is favored. The Intelligent Fixed Income style is for clients seeking a 100% fixed income investment.
Strategy AUM (as of September 30, 2020): $235 Million
Defensive Growth
The Defensive Growth strategy seeks to provide a combination of current income and long-term capital appreciation. The strategy uses both fixed income and equity securities. For taxable accounts, qualified dividend income (QDI), which is currently taxed at a more favorable rate for upper tax brackets, is favored. The Defensive Growth style is for clients seeking both stock and fixed income exposure.
Strategy AUM (as of September 30, 2020): $136 Million
Strategic Equity
The Strategic Equity strategy seeks to provide long-term capital growth. The strategy invests predominately in common stocks, primarily in U.S.-based companies of all sizes. The strategy has the flexibility to invest across all sectors and market capitalizations, in addition to holding cash or cash equivalents. The Strategic Equity strategy is for clients seeking equity exposure.
Strategy AUM (as of September 30, 2020): $2 Million
Our Best Idea: Big Bank Preferreds Paying 5%
Learn more about our Intelligent Fixed Income strategy, targeting a 4% to 6% net return for clients using primarily big bank preferreds.
UIA In the News
Investment Strategies
Upcoming Conferences
Past Conferences
- June 24-25, 2019
Linkbridge Global Investors Annual Meeting
New York, New York - April 2, 2019
MarketsGroup Private Wealth Forum
Minneapolis, Minnesota - April 1, 2019
Opal Exchange
West Palm Beach, Florida
Meet James Ulland
As 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.
Meet Nat Beebe 
Nat Beebe is the lead portfolio manager on Ulland Investment Advisor’s Intelligent Fixed Income (IFI) strategy. He has managed the strategy since inception in 2017. He is routinely featured in Barron’s for his view on fixed income, specifically on the preferred stock space.
