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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 overiew of UIAs strategies can be found here. As of September 30, 2018, the firm manages over $340 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.
AUM (as of Sep. 30, 2018): $142 Million
View the Fact SheetDefensive 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.
AUM (as of Sep. 30, 2018): $167 Million
Intelligent Blend
The Intelligent Blend strategy seeks to provide long-term capital appreciation. 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. The Intelligent Blend strategy is for clients seeking equity exposure.
AUM (as of Sep. 30, 2018): $24 Million
Our Best Idea: Big Bank Preferreds Paying 6%
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
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.
