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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, corporate bonds, and large-cap stocks. UIA designs separately managed accounts to meet your risk tolerance and return expectations.

Our Best Idea: Securities that pay a 7.5% Dividend

Learn more about our best idea, investing in bank issued securities called Trust Preferred that yield 7.5% on average in dividends.

Weekly Market Updates

February 3, 2012

A healthy jobs report sent stocks soaring on Friday, pushing the Dow up 157 points, or 1.2%.  For the week, the Dow gained 1.6%, closing at its highest point since May of 2008. On the heels of a… 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.

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Ulland Investment Advisors

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