In 1997, James Ulland founded Ulland Investment Advisors and offered investors Intelligent Growth, a growth stock investment strategy. In 1998, the firm began offering Intelligent Blend, a moderate growth strategy. Defensive Growth became available to investors in 2002, combining large company stocks with corporate debt securities.

Previously, Mr. Ulland served from 1993-1995 as Minnesota’s Commissioner of Commerce, the state’s chief regulator of securities, banks and insurance companies. This experience gives Ulland Investment Advisors a unique perspective on risk control, which is used in the portfolio management.

During 1996, Mr. Ulland was Executive Vice President for Portfolio Administration at Kopp Investment Advisors of Edina, Minnesota. There, he focused on advanced portfolio management techniques and investing in small, high growth stocks.

Mr. Ulland’s experience in investing and finance also includes:

• Faculty Member, University of Minnesota Duluth School of Business

• Minority Leader of the Minnesota Senate

• Executive, First Bank, now US Bank

• Executive, Tokai Bank Ltd. of Japan

• MBA from the Wharton School of Finance

• BA, Carleton College, Economics

Ulland Investment Advisors has a staff of four professionals and is registered with the Securities and Exchange Commission. Investment portfolio managers hold NASD Series 2 and Series 65 designations.