Ulland Investment Advisors (UIA) was founded by James Ulland in 1997. With over $225 million in assets under management, UIA is a boutique investment advisory firm providing unique investment strategies and exceptional client service. Its three investment strategies (Intelligent Growth, Intelligent Blend, and Defensive Growth) seek to achieve above-market returns through a combination of growth and income.
UIA understands that each of its clients has different needs when it comes to their investments. As such, no two portfolios should be exactly the same. At UIA, your portfolio is tailor-made to match both your risk tolerance and return expectations.
During an initial meeting (and subsequent meetings) Jim Ulland and the UIA staff help you assess which investment strategy is most suitable to your lifestyle depending on several factors such as investment experience, income needs versus capital appreciation goals, and investment horizon among others. As your situation changes (i.e. retirement, inheritance, etc.), UIA can easily make portfolio adjustments to reflect new goals and/or needs. UIA prefers to be in frequent contact with its clients, by phone, email, or in person.
UIA works with over 200 high net worth clients and manages endowments, trusts, IRAs, rollover IRAs, 401ks, Family Limited Partnerships, and individual taxable accounts. Clients range from small institutional investors such as foundation endowments and pension & profit sharing plans to attorneys, doctors, business owners, other professionals, and those who have inherited. UIA can manage existing portfolios or can help you setup a new investment account with the custodian (i.e. Schwab, Wells Fargo, etc.) of your choice.