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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, 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
The Dow was down 131 points on Friday to end the week higher amid relief that global central banks did not raise interest rate. For the week the Dow was up 0.76%. Year-to-date the Dow was up 4.8%. The… 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.
