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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 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
May 18, 2012
The excitement of Facebook’s initial public offering on Friday proved to be no match for Europe as Eurozone debt worries weighed on the Dow, helping to push the index down 73 points, or .6%. For the week,… Read more
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.
